JSA
Jacobson & Schmitt Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,151
| Closed | -$241K | – | 57 |
|
|
2024
Q4 | $241K | Sell |
1,151
-18
| -2% | -$3.77K | 0.05% | 70 |
|
|
2024
Q3 | $251K | Sell |
1,169
-10
| -0.8% | -$2.15K | 0.05% | 64 |
|
|
2024
Q2 | $237K | Buy |
+1,179
| New | +$237K | 0.05% | 63 |
|
|
2024
Q1 | – | Sell |
-1,234
| Closed | -$268K | – | 55 |
|
|
2023
Q4 | $268K | Sell |
1,234
-8
| -0.6% | -$1.74K | 0.07% | 59 |
|
|
2023
Q3 | $258K | Buy |
1,242
+59
| +5% | +$12.3K | 0.07% | 53 |
|
|
2023
Q2 | $255K | Buy |
+1,183
| New | +$255K | 0.07% | 53 |
|