Petrus Trust Company’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
1,355
-742
| -35% | -$130K | 0.02% | 413 |
|
|
2025
Q1 | $379K | Buy |
+2,097
| New | +$379K | 0.04% | 307 |
|
|
2024
Q3 | – | Sell |
-2,128
| Closed | -$428K | – | 641 |
|
|
2024
Q2 | $428K | Buy |
+2,128
| New | +$428K | 0.04% | 286 |
|
|
2024
Q1 | – | Sell |
-1,102
| Closed | -$239K | – | 713 |
|
|
2023
Q4 | $239K | Buy |
+1,102
| New | +$239K | 0.02% | 518 |
|
|
2023
Q3 | – | Sell |
-2,138
| Closed | -$460K | – | 647 |
|
|
2023
Q2 | $460K | Buy |
+2,138
| New | +$460K | 0.05% | 182 |
|
|
2022
Q3 | – | Sell |
-1,667
| Closed | -$303K | – | 258 |
|
|
2022
Q2 | $303K | Buy |
+1,667
| New | +$303K | 0.04% | 37 |
|
|
2020
Q3 | – | Sell |
-1,308
| Closed | -$207K | – | 316 |
|
|
2020
Q2 | $207K | Buy |
+1,308
| New | +$207K | 0.02% | 181 |
|