Harbor Investment Advisory’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.38K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $14.1K | Sell |
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|
2024
Q1 | $21.5K | Buy |
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|
2023
Q4 | $16.9K | Sell |
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|
2023
Q3 | $19.1K | Sell |
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|
2023
Q2 | $20.2K | Buy |
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|
2023
Q1 | $21.3K | Hold |
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|
2022
Q4 | $21K | Hold |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $15K | Buy |
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|
2021
Q3 | $5K | Buy |
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