Mather Group’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 |
-485
| Closed | -$87.8K | – | 1120 |
|
|
2025
Q1 | $87.8K | Sell |
485
-39
| -7% | -$7.06K | ﹤0.01% | 774 |
|
|
2024
Q4 | $110K | Buy |
524
+25
| +5% | +$5.23K | ﹤0.01% | 716 |
|
|
2024
Q3 | $107K | Sell |
499
-32
| -6% | -$6.86K | ﹤0.01% | 721 |
|
|
2024
Q2 | $130K | Buy |
531
+27
| +5% | +$6.59K | ﹤0.01% | 731 |
|
|
2024
Q1 | $109K | Buy |
+504
| New | +$109K | ﹤0.01% | 680 |
|