Raymond James Trust’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $434K | Buy |
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|
2024
Q2 | $321K | Buy |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $266K | Buy |
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|
2021
Q3 | $226K | Sell |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $232K | Sell |
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|
2020
Q3 | $232K | Sell |
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|
2020
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Sell |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $274K | Buy |
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|
2019
Q1 | $225K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $324K | Sell |
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|
2018
Q2 | $382K | Sell |
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|
2018
Q1 | $406K | Sell |
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|
2017
Q4 | $430K | Sell |
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|
2017
Q3 | $427K | Sell |
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|
2017
Q2 | $432K | Sell |
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|
2017
Q1 | $371K | Buy |
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|
2016
Q4 | $357K | Sell |
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|
2016
Q3 | $409K | Sell |
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|
2016
Q2 | $383K | Buy |
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|
2016
Q1 | $383K | Sell |
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|
2015
Q4 | $368K | Sell |
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|
2015
Q3 | $380K | Buy |
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|
2015
Q2 | $401K | Sell |
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|
2015
Q1 | $414K | Sell |
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|
2014
Q4 | $486K | Sell |
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|
2014
Q3 | $463K | Buy |
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|
2014
Q2 | $505K | Buy |
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|
2014
Q1 | $447K | Buy |
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|
2013
Q4 | $452K | Buy |
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|
2013
Q3 | $373K | Sell |
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|
2013
Q2 | $314K | Buy |
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