Private 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 | $7.81K | Sell |
45
-18
| -29% | -$3.13K | ﹤0.01% | 1896 |
|
|
2025
Q1 | $11.4K | Buy |
63
+21
| +50% | +$3.8K | ﹤0.01% | 1763 |
|
|
2024
Q4 | $8.79K | Hold |
42
| – | – | ﹤0.01% | 1788 |
|
|
2024
Q3 | $9.01K | Sell |
42
-26
| -38% | -$5.58K | ﹤0.01% | 1760 |
|
|
2024
Q2 | $13.7K | Buy |
68
+26
| +62% | +$5.23K | ﹤0.01% | 1583 |
|
|
2024
Q1 | $10.2K | Hold |
42
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q4 | $9.12K | Buy |
42
+26
| +163% | +$5.65K | ﹤0.01% | 1685 |
|
|
2023
Q3 | $3.33K | Sell |
16
-61
| -79% | -$12.7K | ﹤0.01% | 2000 |
|
|
2023
Q2 | $16.6K | Buy |
77
+61
| +381% | +$13.1K | ﹤0.01% | 1431 |
|
|
2023
Q1 | $3.7K | Sell |
16
-2
| -11% | -$462 | ﹤0.01% | 1946 |
|
|
2022
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 1865 |
|
|
2022
Q3 | $4K | Hold |
18
| – | – | ﹤0.01% | 1732 |
|
|
2022
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 1879 |
|
|
2017
Q2 | – | Sell |
-5,146
| Closed | -$481K | – | 366 |
|
|
2017
Q1 | $481K | Buy |
+5,146
| New | +$481K | 0.11% | 224 |
|
|
2014
Q4 | – | Sell |
-127
| Closed | -$9K | – | 705 |
|
|
2014
Q3 | $9K | Sell |
127
-10
| -7% | -$709 | ﹤0.01% | 1142 |
|
|
2014
Q2 | $11K | Hold |
137
| – | – | ﹤0.01% | 1051 |
|
|
2014
Q1 | $10K | Sell |
137
-218
| -61% | -$15.9K | ﹤0.01% | 974 |
|
|
2013
Q4 | $26K | Hold |
355
| – | – | 0.01% | 629 |
|
|
2013
Q3 | $23K | Sell |
355
-8
| -2% | -$518 | 0.01% | 621 |
|
|
2013
Q2 | $20K | Buy |
+363
| New | +$20K | 0.01% | 627 |
|