Horizon Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Buy |
3,705
+2,618
| +241% | +$458K | 0.01% | 682 |
|
|
2025
Q1 | $197K | Buy |
1,087
+54
| +5% | +$9.77K | 0.01% | 546 |
|
|
2024
Q4 | $216K | Buy |
1,033
+6
| +0.6% | +$1.25K | 0.01% | 526 |
|
|
2024
Q3 | $220K | Sell |
1,027
-74
| -7% | -$15.8K | 0.01% | 523 |
|
|
2024
Q2 | $221K | Buy |
1,101
+14
| +1% | +$2.81K | 0.01% | 527 |
|
|
2024
Q1 | $265K | Buy |
1,087
+1
| +0.1% | +$244 | 0.01% | 487 |
|
|
2023
Q4 | $235K | Buy |
1,086
+23
| +2% | +$4.98K | 0.01% | 486 |
|
|
2023
Q3 | $220K | Buy |
1,063
+15
| +1% | +$3.11K | 0.01% | 490 |
|
|
2023
Q2 | $225K | Buy |
1,048
+85
| +9% | +$18.2K | 0.01% | 486 |
|
|
2023
Q1 | $222K | Sell |
963
-1,718
| -64% | -$397K | 0.01% | 484 |
|
|
2022
Q4 | $611K | Buy |
2,681
+377
| +16% | +$85.9K | 0.02% | 324 |
|
|
2022
Q3 | $459K | Buy |
+2,304
| New | +$459K | 0.01% | 340 |
|
|
2020
Q3 | – | Sell |
-5,986
| Closed | -$943K | – | 418 |
|
|
2020
Q2 | $943K | Buy |
+5,986
| New | +$943K | 0.02% | 252 |
|