MAI Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Buy |
93
+19
| +26% | +$3.32K | ﹤0.01% | 2302 |
|
|
2025
Q1 | $13.3K | Sell |
74
-31
| -30% | -$5.58K | ﹤0.01% | 2217 |
|
|
2024
Q4 | $21.9K | Buy |
+105
| New | +$21.9K | ﹤0.01% | 2047 |
|
|
2022
Q3 | – | Sell |
-4,964
| Closed | -$902K | – | 947 |
|
|
2022
Q2 | $902K | Sell |
4,964
-18
| -0.4% | -$3.27K | 0.02% | 394 |
|
|
2022
Q1 | $955K | Buy |
4,982
+229
| +5% | +$43.9K | 0.02% | 393 |
|
|
2021
Q4 | $1.12M | Buy |
4,753
+96
| +2% | +$22.7K | 0.02% | 373 |
|
|
2021
Q3 | $964K | Buy |
4,657
+6
| +0.1% | +$1.24K | 0.02% | 365 |
|
|
2021
Q2 | $1.02M | Buy |
4,651
+276
| +6% | +$60.7K | 0.02% | 345 |
|
|
2021
Q1 | $916K | Buy |
4,375
+384
| +10% | +$80.4K | 0.02% | 345 |
|
|
2020
Q4 | $795K | Sell |
3,991
-124
| -3% | -$24.7K | 0.02% | 347 |
|
|
2020
Q3 | $751K | Sell |
4,115
-1,359
| -25% | -$248K | 0.02% | 299 |
|
|
2020
Q2 | $865K | Sell |
5,474
-185
| -3% | -$29.2K | 0.03% | 286 |
|
|
2020
Q1 | $782K | Buy |
5,659
+90
| +2% | +$12.4K | 0.03% | 275 |
|
|
2019
Q4 | $958K | Sell |
5,569
-150
| -3% | -$25.8K | 0.03% | 283 |
|
|
2019
Q3 | $937K | Buy |
5,719
+185
| +3% | +$30.3K | 0.04% | 245 |
|
|
2019
Q2 | $953K | Buy |
5,534
+210
| +4% | +$36.2K | 0.04% | 245 |
|
|
2019
Q1 | $808K | Buy |
+5,324
| New | +$808K | 0.04% | 235 |
|