MAI Capital Management’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 | $8.91K | Sell |
|
|||||
|
2025
Q2 | $16.3K | Buy |
|
|||||
|
2025
Q1 | $13.3K | Sell |
|
|||||
|
2024
Q4 | $21.9K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $902K | Sell |
|
|||||
|
2022
Q1 | $955K | Buy |
|
|||||
|
2021
Q4 | $1.12M | Buy |
|
|||||
|
2021
Q3 | $964K | Buy |
|
|||||
|
2021
Q2 | $1.02M | Buy |
|
|||||
|
2021
Q1 | $916K | Buy |
|
|||||
|
2020
Q4 | $795K | Sell |
|
|||||
|
2020
Q3 | $751K | Sell |
|
|||||
|
2020
Q2 | $865K | Sell |
|
|||||
|
2020
Q1 | $782K | Buy |
|
|||||
|
2019
Q4 | $958K | Sell |
|
|||||
|
2019
Q3 | $937K | Buy |
|
|||||
|
2019
Q2 | $953K | Buy |
|
|||||
|
2019
Q1 | $808K | Buy |
|