Johnson Financial Group Inc (Wisconsin)’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-545
| Closed | -$98.6K | – | 803 |
|
|
2025
Q1 | $98.6K | Buy |
+545
| New | +$98.6K | ﹤0.01% | 489 |
|
|
2024
Q3 | – | Sell |
-89
| Closed | -$17.9K | – | 975 |
|
|
2024
Q2 | $17.9K | Buy |
+89
| New | +$17.9K | ﹤0.01% | 527 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$1K | – | 705 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 644 |
|
|
2013
Q4 | – | Sell |
-730
| Closed | -$48K | – | 707 |
|
|
2013
Q3 | $48K | Hold |
730
| – | – | 0.01% | 407 |
|
|
2013
Q2 | $39K | Buy |
+730
| New | +$39K | 0.01% | 443 |
|