Heartland Bank & Trust’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 |
-1,592
| Closed | -$333K | – | 171 |
|
|
2024
Q4 | $333K | Sell |
1,592
-61
| -4% | -$12.8K | 0.18% | 108 |
|
|
2024
Q3 | $355K | Sell |
1,653
-119
| -7% | -$25.5K | 0.19% | 115 |
|
|
2024
Q2 | $357K | Buy |
1,772
+16
| +0.9% | +$3.22K | 0.2% | 111 |
|
|
2024
Q1 | $428K | Sell |
1,756
-19
| -1% | -$4.64K | 0.25% | 95 |
|
|
2023
Q4 | $385K | Sell |
1,775
-133
| -7% | -$28.9K | 0.27% | 92 |
|
|
2023
Q3 | $397K | Buy |
1,908
+22
| +1% | +$4.58K | 0.31% | 91 |
|
|
2023
Q2 | $406K | Sell |
1,886
-169
| -8% | -$36.4K | 0.32% | 91 |
|
|
2023
Q1 | $475K | Buy |
2,055
+134
| +7% | +$31K | 0.36% | 88 |
|
|
2022
Q4 | $439K | Buy |
+1,921
| New | +$439K | 0.32% | 93 |
|