Plante Moran Financial Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7
| Closed | -$2K | – | 892 |
|
|
2021
Q4 | $2K | Buy |
+7
| New | +$1.59K | ﹤0.01% | 914 |
|
|
2020
Q1 | – | Sell |
-18
| Closed | -$3K | – | 781 |
|
|
2019
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 663 |
|
|
2019
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 740 |
|
|
2019
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 695 |
|
|
2019
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 683 |
|
|
2018
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 721 |
|
|
2018
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 647 |
|
|
2018
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 727 |
|
|
2018
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 784 |
|
|
2017
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 789 |
|
|
2017
Q3 | $2K | Sell |
18
-195
| -92% | -$22.8K | ﹤0.01% | 726 |
|
|
2017
Q2 | $24K | Hold |
213
| – | – | 0.02% | 442 |
|
|
2017
Q1 | $20K | Hold |
213
| – | – | 0.01% | 482 |
|
|
2016
Q4 | $19K | Hold |
213
| – | – | 0.01% | 491 |
|
|
2016
Q3 | $20K | Hold |
213
| – | – | 0.01% | 492 |
|
|
2016
Q2 | $17K | Hold |
213
| – | – | 0.01% | 454 |
|
|
2016
Q1 | $18K | Hold |
213
| – | – | 0.01% | 396 |
|
|
2015
Q4 | $16K | Hold |
213
| – | – | 0.01% | 487 |
|
|
2015
Q3 | $15K | Hold |
213
| – | – | 0.01% | 423 |
|
|
2015
Q2 | $17K | Hold |
213
| – | – | 0.01% | 442 |
|
|
2015
Q1 | $16K | Hold |
213
| – | – | 0.01% | 437 |
|
|
2014
Q4 | $17K | Hold |
213
| – | – | 0.01% | 433 |
|
|
2014
Q3 | $15K | Hold |
213
| – | – | 0.01% | 452 |
|
|
2014
Q2 | $17K | Hold |
213
| – | – | 0.02% | 410 |
|
|
2014
Q1 | $16K | Hold |
213
| – | – | 0.02% | 280 |
|
|
2013
Q4 | $16K | Hold |
213
| – | – | 0.01% | 376 |
|
|
2013
Q3 | $14K | Hold |
213
| – | – | 0.01% | 334 |
|
|
2013
Q2 | $11K | Buy |
+213
| New | +$11.4K | 0.01% | 326 |
|
Other funds holding IEX
ACM
PAMS