Private Trust Company’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 | $1.14K | Sell |
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|
2025
Q2 | $7.81K | Sell |
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|
2025
Q1 | $11.4K | Buy |
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|
2024
Q4 | $8.79K | Hold |
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|
2024
Q3 | $9.01K | Sell |
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|
2024
Q2 | $13.7K | Buy |
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|
2024
Q1 | $10.2K | Hold |
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|
2023
Q4 | $9.12K | Buy |
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|
2023
Q3 | $3.33K | Sell |
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|
2023
Q2 | $16.6K | Buy |
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|
2023
Q1 | $3.7K | Sell |
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|
2022
Q4 | $4K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $3K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $481K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $9K | Sell |
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|
2014
Q2 | $11K | Hold |
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|
2014
Q1 | $10K | Sell |
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|
2013
Q4 | $26K | Hold |
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|
2013
Q3 | $23K | Sell |
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|
2013
Q2 | $20K | Buy |
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