Pekin Hardy Strauss’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 | – | Sell |
-2,250
| Closed | -$395K | – | 420 |
|
|
2025
Q2 | $395K | Hold |
2,250
| – | – | 0.05% | 268 |
|
|
2025
Q1 | $407K | Hold |
2,250
| – | – | 0.05% | 258 |
|
|
2024
Q4 | $471K | Hold |
2,250
| – | – | 0.06% | 253 |
|
|
2024
Q3 | $483K | Hold |
2,250
| – | – | 0.06% | 241 |
|
|
2024
Q2 | $453K | Hold |
2,250
| – | – | 0.06% | 231 |
|
|
2024
Q1 | $549K | Hold |
2,250
| – | – | 0.08% | 205 |
|
|
2023
Q4 | $488K | Hold |
2,250
| – | – | 0.07% | 200 |
|
|
2023
Q3 | $468K | Hold |
2,250
| – | – | 0.07% | 199 |
|
|
2023
Q2 | $484K | Hold |
2,250
| – | – | 0.08% | 199 |
|
|
2023
Q1 | $520K | Hold |
2,250
| – | – | 0.08% | 196 |
|
|
2022
Q4 | $514K | Hold |
2,250
| – | – | 0.08% | 193 |
|
|
2022
Q3 | $450K | Hold |
2,250
| – | – | 0.08% | 194 |
|
|
2022
Q2 | $409K | Hold |
2,250
| – | – | 0.06% | 220 |
|
|
2022
Q1 | $431K | Hold |
2,250
| – | – | 0.06% | 236 |
|
|
2021
Q4 | $532K | Hold |
2,250
| – | – | 0.07% | 217 |
|
|
2021
Q3 | $466K | Hold |
2,250
| – | – | 0.07% | 224 |
|
|
2021
Q2 | $495K | Hold |
2,250
| – | – | 0.07% | 217 |
|
|
2021
Q1 | $471K | Hold |
2,250
| – | – | 0.07% | 207 |
|
|
2020
Q4 | $448K | Hold |
2,250
| – | – | 0.08% | 183 |
|
|
2020
Q3 | $410K | Hold |
2,250
| – | – | 0.08% | 164 |
|
|
2020
Q2 | $356K | Hold |
2,250
| – | – | 0.08% | 164 |
|
|
2020
Q1 | $311K | Hold |
2,250
| – | – | 0.08% | 149 |
|
|
2019
Q4 | $387K | Hold |
2,250
| – | – | 0.07% | 163 |
|
|
2019
Q3 | $369K | Hold |
2,250
| – | – | 0.07% | 156 |
|
|
2019
Q2 | $387K | Sell |
2,250
-250
| -10% | -$39.3K | 0.08% | 146 |
|
|
2019
Q1 | $379K | Sell |
2,500
-650
| -21% | -$91.9K | 0.08% | 142 |
|
|
2018
Q4 | $398K | Sell |
3,150
-350
| -10% | -$46.8K | 0.09% | 138 |
|
|
2018
Q3 | $527K | Sell |
3,500
-500
| -13% | -$74.5K | 0.1% | 131 |
|
|
2018
Q2 | $546K | Buy |
4,000
+300
| +8% | +$41.9K | 0.1% | 120 |
|
|
2018
Q1 | $527K | Buy |
3,700
+200
| +6% | +$27.9K | 0.1% | 121 |
|
|
2017
Q4 | $462K | Sell |
3,500
-200
| -5% | -$25.7K | 0.08% | 128 |
|
|
2017
Q3 | $449K | Sell |
3,700
-1,000
| -21% | -$117K | 0.09% | 128 |
|
|
2017
Q2 | $531K | Hold |
4,700
| – | – | 0.11% | 114 |
|
|
2017
Q1 | $439K | Hold |
4,700
| – | – | 0.09% | 118 |
|
|
2016
Q4 | $423K | Buy |
+4,700
| New | +$425K | 0.09% | 117 |
|
Other funds holding IEX
