Montag & Associates’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Hold |
6,878
| – | – | 0.06% | 211 |
|
|
2025
Q1 | $1.24M | Hold |
6,878
| – | – | 0.06% | 217 |
|
|
2024
Q4 | $1.44M | Hold |
6,878
| – | – | 0.07% | 212 |
|
|
2024
Q3 | $1.48M | Sell |
6,878
-462
| -6% | -$99.1K | 0.07% | 204 |
|
|
2024
Q2 | $1.48M | Hold |
7,340
| – | – | 0.07% | 197 |
|
|
2024
Q1 | $1.79M | Sell |
7,340
-780
| -10% | -$190K | 0.09% | 186 |
|
|
2023
Q4 | $1.76M | Buy |
8,120
+148
| +2% | +$32.1K | 0.1% | 171 |
|
|
2023
Q3 | $1.66M | Hold |
7,972
| – | – | 0.1% | 167 |
|
|
2023
Q2 | $1.72M | Buy |
7,972
+208
| +3% | +$44.8K | 0.11% | 163 |
|
|
2023
Q1 | $1.79M | Hold |
7,764
| – | – | 0.12% | 152 |
|
|
2022
Q4 | $1.77M | Hold |
7,764
| – | – | 0.12% | 154 |
|
|
2022
Q3 | $1.55M | Buy |
7,764
+663
| +9% | +$133K | 0.11% | 159 |
|
|
2022
Q2 | $1.29M | Sell |
7,101
-277
| -4% | -$50.3K | 0.08% | 189 |
|
|
2022
Q1 | $1.42M | Sell |
7,378
-186
| -2% | -$35.7K | 0.08% | 199 |
|
|
2021
Q4 | $1.79M | Sell |
7,564
-185
| -2% | -$43.7K | 0.09% | 186 |
|
|
2021
Q3 | $1.6M | Sell |
7,749
-82
| -1% | -$17K | 0.09% | 187 |
|
|
2021
Q2 | $1.72M | Sell |
7,831
-111
| -1% | -$24.4K | 0.09% | 183 |
|
|
2021
Q1 | $1.66M | Sell |
7,942
-81
| -1% | -$17K | 0.09% | 183 |
|
|
2020
Q4 | $1.6M | Sell |
8,023
-349
| -4% | -$69.5K | 0.1% | 170 |
|
|
2020
Q3 | $1.53M | Sell |
8,372
-885
| -10% | -$161K | 0.12% | 156 |
|
|
2020
Q2 | $1.46M | Sell |
9,257
-202
| -2% | -$31.9K | 0.13% | 143 |
|
|
2020
Q1 | $1.31M | Buy |
9,459
+78
| +0.8% | +$10.8K | 0.13% | 143 |
|
|
2019
Q4 | $1.61M | Buy |
9,381
+4,620
| +97% | +$795K | 0.13% | 147 |
|
|
2019
Q3 | $780K | Buy |
4,761
+2,386
| +100% | +$391K | 0.07% | 194 |
|
|
2019
Q2 | $409K | Buy |
+2,375
| New | +$409K | 0.04% | 237 |
|