Montanaro Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $9.42M | Sell |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $12.9M | Hold |
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|
2023
Q4 | $11.5M | Sell |
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|
2023
Q3 | $18.1M | Buy |
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|
2023
Q2 | $18.4M | Buy |
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|
2023
Q1 | $18.6M | Sell |
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|
2022
Q4 | $25M | Sell |
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|
2022
Q3 | $24.9M | Sell |
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|
2022
Q2 | $29.4M | Hold |
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|
2022
Q1 | $31.1M | Buy |
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|
2021
Q4 | $35.9M | Buy |
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|
2021
Q3 | $27.8M | Buy |
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|
2021
Q2 | $27.1M | Buy |
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|
2021
Q1 | $18.7M | Buy |
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