Greenleaf Trust’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,120
| Closed | -$273K | – | 809 |
|
|
2024
Q1 | $273K | Buy |
1,120
+70
| +7% | +$17.1K | ﹤0.01% | 639 |
|
|
2023
Q4 | $228K | Sell |
1,050
-65
| -6% | -$14.1K | ﹤0.01% | 681 |
|
|
2023
Q3 | $232K | Buy |
1,115
+16
| +1% | +$3.33K | ﹤0.01% | 661 |
|
|
2023
Q2 | $237K | Sell |
1,099
-137
| -11% | -$29.5K | ﹤0.01% | 673 |
|
|
2023
Q1 | $286K | Sell |
1,236
-45
| -4% | -$10.4K | ﹤0.01% | 620 |
|
|
2022
Q4 | $292K | Buy |
1,281
+93
| +8% | +$21.2K | ﹤0.01% | 592 |
|
|
2022
Q3 | $237K | Buy |
1,188
+85
| +8% | +$17K | ﹤0.01% | 620 |
|
|
2022
Q2 | $200K | Sell |
1,103
-271
| -20% | -$49.1K | ﹤0.01% | 676 |
|
|
2022
Q1 | $263K | Sell |
1,374
-152
| -10% | -$29.1K | ﹤0.01% | 634 |
|
|
2021
Q4 | $361K | Buy |
1,526
+81
| +6% | +$19.2K | ﹤0.01% | 540 |
|
|
2021
Q3 | $299K | Sell |
1,445
-8
| -0.6% | -$1.66K | ﹤0.01% | 580 |
|
|
2021
Q2 | $320K | Sell |
1,453
-147
| -9% | -$32.4K | ﹤0.01% | 549 |
|
|
2021
Q1 | $335K | Buy |
1,600
+101
| +7% | +$21.1K | ﹤0.01% | 504 |
|
|
2020
Q4 | $299K | Buy |
1,499
+76
| +5% | +$15.2K | ﹤0.01% | 457 |
|
|
2020
Q3 | $260K | Buy |
1,423
+14
| +1% | +$2.56K | ﹤0.01% | 447 |
|
|
2020
Q2 | $223K | Buy |
+1,409
| New | +$223K | ﹤0.01% | 477 |
|