Procyon Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
1,487
| – | – | 0.02% | 391 |
|
|
2025
Q1 | $269K | Hold |
1,487
| – | – | 0.02% | 498 |
|
|
2024
Q4 | $311K | Sell |
1,487
-622
| -29% | -$130K | 0.02% | 427 |
|
|
2024
Q3 | $452K | Buy |
2,109
+888
| +73% | +$190K | 0.03% | 352 |
|
|
2024
Q2 | $246K | Sell |
1,221
-6
| -0.5% | -$1.21K | 0.02% | 458 |
|
|
2024
Q1 | $299K | Sell |
1,227
-6
| -0.5% | -$1.46K | 0.02% | 420 |
|
|
2023
Q4 | $268K | Sell |
1,233
-2
| -0.2% | -$434 | 0.02% | 437 |
|
|
2023
Q3 | $257K | Sell |
1,235
-1
| -0.1% | -$208 | 0.03% | 412 |
|
|
2023
Q2 | $266K | Sell |
1,236
-2
| -0.2% | -$431 | 0.03% | 376 |
|
|
2023
Q1 | $286K | Hold |
1,238
| – | – | 0.05% | 319 |
|
|
2022
Q4 | $283K | Hold |
1,238
| – | – | 0.05% | 305 |
|
|
2022
Q3 | $247K | Sell |
1,238
-2
| -0.2% | -$399 | 0.06% | 273 |
|
|
2022
Q2 | $225K | Sell |
1,240
-2
| -0.2% | -$363 | 0.05% | 289 |
|
|
2022
Q1 | $238K | Hold |
1,242
| – | – | 0.05% | 285 |
|
|
2021
Q4 | $294K | Hold |
1,242
| – | – | 0.06% | 255 |
|
|
2021
Q3 | $257K | Hold |
1,242
| – | – | 0.07% | 260 |
|
|
2021
Q2 | $273K | Sell |
1,242
-7
| -0.6% | -$1.54K | 0.07% | 236 |
|
|
2021
Q1 | $261K | Hold |
1,249
| – | – | 0.12% | 194 |
|
|
2020
Q4 | $249K | Sell |
1,249
-1
| -0.1% | -$199 | 0.12% | 191 |
|
|
2020
Q3 | $228K | Sell |
1,250
-10
| -0.8% | -$1.82K | 0.13% | 175 |
|
|
2020
Q2 | $199K | Buy |
1,260
+2
| +0.2% | +$316 | 0.11% | 180 |
|
|
2020
Q1 | $174K | Sell |
1,258
-9
| -0.7% | -$1.25K | 0.12% | 170 |
|
|
2019
Q4 | $218K | Buy |
+1,267
| New | +$218K | 0.13% | 153 |
|