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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.3K | Buy |
123
+17
| +16% | +$3.36K | ﹤0.01% | 2706 |
|
|
2025
Q4 | $18.8K | Buy |
106
+51
| +93% | +$8.71K | ﹤0.01% | 2543 |
|
|
2025
Q3 | $8.91K | Sell |
55
-38
| -41% | -$6.42K | ﹤0.01% | 2788 |
|
|
2025
Q2 | $16.3K | Buy |
93
+19
| +26% | +$3.37K | ﹤0.01% | 2460 |
|
|
2025
Q1 | $13.3K | Sell |
74
-31
| -30% | -$6.17K | ﹤0.01% | 2368 |
|
|
2024
Q4 | $21.9K | Buy |
+105
| New | +$23K | ﹤0.01% | 2181 |
|
|
2022
Q3 | – | Sell |
-4,964
| Closed | -$902K | – | 991 |
|
|
2022
Q2 | $902K | Sell |
4,964
-18
| -0.4% | -$3.39K | 0.02% | 408 |
|
|
2022
Q1 | $955K | Buy |
4,982
+229
| +5% | +$46.5K | 0.02% | 408 |
|
|
2021
Q4 | $1.12M | Buy |
4,753
+96
| +2% | +$21.8K | 0.02% | 387 |
|
|
2021
Q3 | $964K | Buy |
4,657
+6
| +0.1% | +$1.33K | 0.02% | 377 |
|
|
2021
Q2 | $1.02M | Buy |
4,651
+276
| +6% | +$61K | 0.02% | 354 |
|
|
2021
Q1 | $916K | Buy |
4,375
+384
| +10% | +$76.1K | 0.02% | 356 |
|
|
2020
Q4 | $795K | Sell |
3,991
-124
| -3% | -$23.6K | 0.02% | 365 |
|
|
2020
Q3 | $751K | Sell |
4,115
-1,359
| -25% | -$235K | 0.02% | 320 |
|
|
2020
Q2 | $865K | Sell |
5,474
-185
| -3% | -$28.3K | 0.03% | 309 |
|
|
2020
Q1 | $782K | Buy |
5,659
+90
| +2% | +$14.1K | 0.03% | 293 |
|
|
2019
Q4 | $958K | Sell |
5,569
-150
| -3% | -$24.3K | 0.03% | 290 |
|
|
2019
Q3 | $937K | Buy |
5,719
+185
| +3% | +$30.7K | 0.04% | 253 |
|
|
2019
Q2 | $953K | Buy |
5,534
+210
| +4% | +$33K | 0.04% | 251 |
|
|
2019
Q1 | $808K | Buy |
+5,324
| New | +$753K | 0.04% | 241 |
|
Other funds holding IEX
VCM
VPM
