Janney Montgomery Scott’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,194
| Closed | -$210K | – | 2915 |
|
|
2025
Q2 | $210K | Sell |
1,194
-24
| -2% | -$4.25K | ﹤0.01% | 2545 |
|
|
2025
Q1 | $221K | Sell |
1,218
-454
| -27% | -$90.4K | ﹤0.01% | 2482 |
|
|
2024
Q4 | $350K | Sell |
1,672
-766
| -31% | -$168K | ﹤0.01% | 2213 |
|
|
2024
Q3 | $523K | Sell |
2,438
-176
| -7% | -$35.5K | ﹤0.01% | 1938 |
|
|
2024
Q2 | $526K | Sell |
2,614
-53,711
| -95% | -$11.7M | ﹤0.01% | 1843 |
|
|
2024
Q1 | $13.7M | Buy |
56,325
+4,298
| +8% | +$971K | 0.04% | 430 |
|
|
2023
Q4 | $11.3M | Buy |
52,027
+7,798
| +18% | +$1.57M | 0.04% | 468 |
|
|
2023
Q3 | $9.2M | Buy |
44,229
+1,740
| +4% | +$377K | 0.03% | 472 |
|
|
2023
Q2 | $9.15M | Buy |
42,489
+2,012
| +5% | +$423K | 0.03% | 497 |
|
|
2023
Q1 | $9.35M | Buy |
40,477
+1,366
| +3% | +$310K | 0.04% | 443 |
|
|
2022
Q4 | $8.93M | Sell |
39,111
-3,706
| -9% | -$828K | 0.03% | 475 |
|
|
2022
Q3 | $8.56M | Sell |
42,817
-612
| -1% | -$124K | 0.04% | 441 |
|
|
2022
Q2 | $7.88M | Buy |
43,429
+5,870
| +16% | +$1.11M | 0.04% | 439 |
|
|
2022
Q1 | $7.2M | Buy |
37,559
+952
| +3% | +$193K | 0.03% | 478 |
|
|
2021
Q4 | $8.65M | Buy |
36,607
+2,531
| +7% | +$575K | 0.03% | 445 |
|
|
2021
Q3 | $7.05M | Buy |
34,076
+1,926
| +6% | +$428K | 0.03% | 491 |
|
|
2021
Q2 | $7.08M | Buy |
32,150
+2,810
| +10% | +$621K | 0.03% | 474 |
|
|
2021
Q1 | $6.14M | Buy |
+29,340
| New | +$5.82M | 0.03% | 487 |
|
|
2020
Q4 | – | Sell |
-1,714
| Closed | -$313K | – | 2246 |
|
|
2020
Q3 | $313K | Sell |
1,714
-30,274
| -95% | -$5.24M | ﹤0.01% | 1676 |
|
|
2020
Q2 | $5.05M | Buy |
31,988
+6,659
| +26% | +$1.02M | 0.03% | 450 |
|
|
2020
Q1 | $3.5M | Buy |
25,329
+7,436
| +42% | +$1.17M | 0.03% | 498 |
|
|
2019
Q4 | $3.08M | Buy |
17,893
+2,575
| +17% | +$417K | 0.02% | 629 |
|
|
2019
Q3 | $2.51M | Buy |
15,318
+4,244
| +38% | +$704K | 0.02% | 667 |
|
|
2019
Q2 | $1.91M | Buy |
11,074
+2,584
| +30% | +$406K | 0.01% | 756 |
|
|
2019
Q1 | $1.29M | Buy |
8,490
+4,941
| +139% | +$699K | 0.01% | 887 |
|
|
2018
Q4 | $448K | Buy |
3,549
+689
| +24% | +$92.2K | ﹤0.01% | 1361 |
|
|
2018
Q3 | $431K | Buy |
+2,860
| New | +$426K | ﹤0.01% | 1515 |
|
Other funds holding IEX
