North Star Investment 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
Q3 | $763K | Hold |
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|
2025
Q2 | $823K | Hold |
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|
2025
Q1 | $848K | Hold |
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|
2024
Q4 | $981K | Hold |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $943K | Hold |
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|
2024
Q1 | $1.14M | Hold |
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|
2023
Q4 | $1.02M | Hold |
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|
2023
Q3 | $975K | Hold |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.07M | Hold |
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|
2022
Q3 | $936K | Hold |
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|
2022
Q2 | $851K | Hold |
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|
2022
Q1 | $898K | Hold |
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|
2021
Q4 | $1.11M | Hold |
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|
2021
Q3 | $970K | Hold |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $981K | Hold |
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|
2020
Q4 | $933K | Hold |
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|
2020
Q3 | $855K | Hold |
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|
2020
Q2 | $741K | Hold |
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|
2020
Q1 | $647K | Hold |
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|
2019
Q4 | $806K | Hold |
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|
2019
Q3 | $768K | Sell |
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|
2019
Q2 | $1.68M | Hold |
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|
2019
Q1 | $1.48M | Hold |
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|
2018
Q4 | $1.23M | Hold |
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|
2018
Q3 | $1.47M | Hold |
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|
2018
Q2 | $1.33M | Hold |
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|
2018
Q1 | $1.39M | Hold |
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|
2017
Q4 | $1.29M | Hold |
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|
2017
Q3 | $1.18M | Sell |
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|
2017
Q2 | $1.11M | Hold |
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|
2017
Q1 | $918K | Hold |
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|
2016
Q4 | $884K | Buy |
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