Procyon Advisors’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 | $247K | Buy |
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|
2025
Q2 | $261K | Hold |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $283K | Hold |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $238K | Hold |
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|
2021
Q4 | $294K | Hold |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $273K | Sell |
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|
2021
Q1 | $261K | Hold |
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|
2020
Q4 | $249K | Sell |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $199K | Buy |
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|
2020
Q1 | $174K | Sell |
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|
2019
Q4 | $218K | Buy |
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