Lodestar Investment Counsel’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $697K | Sell |
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|
2019
Q1 | $698K | Hold |
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|
2018
Q4 | $581K | Hold |
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|
2018
Q3 | $693K | Sell |
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|
2018
Q2 | $641K | Hold |
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|
2018
Q1 | $670K | Hold |
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|
2017
Q4 | $620K | Hold |
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|
2017
Q3 | $571K | Hold |
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|
2017
Q2 | $531K | Hold |
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|
2017
Q1 | $439K | Hold |
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|
2016
Q4 | $423K | Sell |
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|
2016
Q3 | $484K | Sell |
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|
2016
Q2 | $429K | Hold |
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|
2016
Q1 | $433K | Sell |
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|
2015
Q4 | $439K | Sell |
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|
2015
Q3 | $415K | Hold |
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|
2015
Q2 | $458K | Sell |
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|
2015
Q1 | $449K | Sell |
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|
2014
Q4 | $496K | Sell |
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|
2014
Q3 | $595K | Sell |
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|
2014
Q2 | $765K | Sell |
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|
2014
Q1 | $727K | Sell |
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|
2013
Q4 | $929K | Sell |
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|
2013
Q3 | $984K | Sell |
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|
2013
Q2 | $862K | Buy |
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