NorthStar Asset Management (Massachusetts)’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Sell |
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|
2025
Q1 | $7.14M | Buy |
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|
2024
Q4 | $8.01M | Sell |
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|
2024
Q3 | $8.52M | Buy |
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|
2024
Q2 | $7.57M | Buy |
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|
2024
Q1 | $8.75M | Buy |
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|
2023
Q4 | $7.23M | Sell |
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|
2023
Q3 | $6.95M | Buy |
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|
2023
Q2 | $7.15M | Buy |
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|
2023
Q1 | $6.98M | Sell |
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|
2022
Q4 | $8.91M | Sell |
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|
2022
Q3 | $7.87M | Buy |
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|
2022
Q2 | $7.14M | Sell |
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|
2022
Q1 | $7.92M | Buy |
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|
2021
Q4 | $9.48M | Buy |
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|
2021
Q3 | $8.12M | Buy |
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|
2021
Q2 | $8.3M | Buy |
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|
2021
Q1 | $7.75M | Buy |
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