MeadowBrook Investment Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Sell |
1,027
-21
| -2% | -$3.69K | 0.16% | 118 |
|
|
2025
Q1 | $190K | Hold |
1,048
| – | – | 0.18% | 114 |
|
|
2024
Q4 | $219K | Sell |
1,048
-20
| -2% | -$4.19K | 0.19% | 103 |
|
|
2024
Q3 | $229K | Sell |
1,068
-10
| -0.9% | -$2.15K | 0.21% | 98 |
|
|
2024
Q2 | $217K | Buy |
1,078
+200
| +23% | +$40.2K | 0.21% | 99 |
|
|
2024
Q1 | $214K | Sell |
878
-80
| -8% | -$19.5K | 0.2% | 102 |
|
|
2023
Q4 | $208K | Buy |
+958
| New | +$208K | 0.2% | 102 |
|