Marble Harbor Investment Counsel’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 |
-1,275
| Closed | -$231K | – | 206 |
|
|
2025
Q1 | $231K | Hold |
1,275
| – | – | 0.03% | 195 |
|
|
2024
Q4 | $267K | Hold |
1,275
| – | – | 0.03% | 188 |
|
|
2024
Q3 | $274K | Sell |
1,275
-25
| -2% | -$5.36K | 0.03% | 190 |
|
|
2024
Q2 | $262K | Hold |
1,300
| – | – | 0.03% | 185 |
|
|
2024
Q1 | $317K | Hold |
1,300
| – | – | 0.04% | 167 |
|
|
2023
Q4 | $282K | Sell |
1,300
-11
| -0.8% | -$2.39K | 0.03% | 167 |
|
|
2023
Q3 | $273K | Hold |
1,311
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $282K | Hold |
1,311
| – | – | 0.04% | 165 |
|
|
2023
Q1 | $303K | Hold |
1,311
| – | – | 0.04% | 160 |
|
|
2022
Q4 | $299K | Hold |
1,311
| – | – | 0.04% | 156 |
|
|
2022
Q3 | $262K | Hold |
1,311
| – | – | 0.04% | 153 |
|
|
2022
Q2 | $238K | Hold |
1,311
| – | – | 0.04% | 165 |
|
|
2022
Q1 | $251K | Hold |
1,311
| – | – | 0.03% | 175 |
|
|
2021
Q4 | $310K | Hold |
1,311
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $271K | Hold |
1,311
| – | – | 0.04% | 164 |
|
|
2021
Q2 | $289K | Hold |
1,311
| – | – | 0.04% | 165 |
|
|
2021
Q1 | $275K | Hold |
1,311
| – | – | 0.04% | 162 |
|
|
2020
Q4 | $261K | Hold |
1,311
| – | – | 0.04% | 156 |
|
|
2020
Q3 | $239K | Hold |
1,311
| – | – | 0.04% | 150 |
|
|
2020
Q2 | $207K | Buy |
+1,311
| New | +$207K | 0.04% | 156 |
|