Riverview 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
Q1 | – | Sell |
-142
| Closed | -$29.7K | – | 714 |
|
|
2024
Q4 | $29.7K | Hold |
142
| – | – | 0.03% | 314 |
|
|
2024
Q3 | $30.5K | Hold |
142
| – | – | 0.03% | 323 |
|
|
2024
Q2 | $28.6K | Hold |
142
| – | – | 0.03% | 316 |
|
|
2024
Q1 | $34.7K | Buy |
+142
| New | +$34.7K | 0.03% | 301 |
|
|
2023
Q4 | – | Sell |
-142
| Closed | -$29.5K | – | 347 |
|
|
2023
Q3 | $29.5K | Hold |
142
| – | – | 0.03% | 305 |
|
|
2023
Q2 | $30.6K | Hold |
142
| – | – | 0.03% | 273 |
|
|
2023
Q1 | $32.8K | Hold |
142
| – | – | 0.03% | 265 |
|
|
2022
Q4 | $32K | Hold |
142
| – | – | 0.03% | 273 |
|
|
2022
Q3 | $28K | Hold |
142
| – | – | 0.03% | 295 |
|
|
2022
Q2 | $26K | Hold |
142
| – | – | 0.02% | 319 |
|
|
2022
Q1 | $27K | Buy |
+142
| New | +$27K | 0.02% | 365 |
|