Grandfield & Dodd’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-982
| Closed | -$206K | – | 200 |
|
|
2024
Q4 | $206K | Hold |
982
| – | – | 0.01% | 201 |
|
|
2024
Q3 | $211K | Buy |
+982
| New | +$211K | 0.01% | 204 |
|
|
2024
Q2 | – | Sell |
-982
| Closed | -$240K | – | 203 |
|
|
2024
Q1 | $240K | Hold |
982
| – | – | 0.02% | 193 |
|
|
2023
Q4 | $213K | Hold |
982
| – | – | 0.01% | 189 |
|
|
2023
Q3 | $204K | Sell |
982
-30
| -3% | -$6.24K | 0.02% | 185 |
|
|
2023
Q2 | $218K | Hold |
1,012
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $234K | Sell |
1,012
-50
| -5% | -$11.6K | 0.02% | 177 |
|
|
2022
Q4 | $242K | Hold |
1,062
| – | – | 0.02% | 173 |
|
|
2022
Q3 | $210K | Buy |
+1,062
| New | +$210K | 0.02% | 177 |
|
|
2022
Q2 | – | Sell |
-1,062
| Closed | -$200K | – | 195 |
|
|
2022
Q1 | $200K | Sell |
1,062
-50
| -4% | -$9.42K | 0.01% | 203 |
|
|
2021
Q4 | $260K | Hold |
1,112
| – | – | 0.02% | 184 |
|
|
2021
Q3 | $230K | Hold |
1,112
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $240K | Hold |
1,112
| – | – | 0.02% | 188 |
|
|
2021
Q1 | $230K | Sell |
1,112
-50
| -4% | -$10.3K | 0.02% | 183 |
|
|
2020
Q4 | $230K | Hold |
1,162
| – | – | 0.02% | 177 |
|
|
2020
Q3 | $210K | Buy |
+1,162
| New | +$210K | 0.02% | 171 |
|
|
2020
Q1 | – | Sell |
-1,212
| Closed | -$208K | – | 177 |
|
|
2019
Q4 | $208K | Buy |
+1,212
| New | +$208K | 0.02% | 179 |
|
|
2019
Q3 | – | Sell |
-1,212
| Closed | -$209K | – | 180 |
|
|
2019
Q2 | $209K | Buy |
+1,212
| New | +$209K | 0.02% | 175 |
|