Sentry Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Hold |
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|
2025
Q1 | $35K | Sell |
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|
2024
Q4 | $59K | Sell |
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|
2024
Q3 | $70K | Hold |
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|
2024
Q2 | $66K | Sell |
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|
2024
Q1 | $96K | Hold |
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|
2023
Q4 | $86K | Sell |
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|
2023
Q3 | $91K | Sell |
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|
2023
Q2 | $107K | Hold |
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|
2023
Q1 | $115K | Sell |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $153K | Buy |
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|
2022
Q2 | $93K | Sell |
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|
2022
Q1 | $117K | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $150K | Sell |
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|
2021
Q2 | $183K | Hold |
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|
2021
Q1 | $174K | Sell |
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|
2020
Q4 | $958K | Hold |
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|
2020
Q3 | $877K | Hold |
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|
2020
Q2 | $760K | Buy |
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|
2020
Q1 | $662K | Buy |
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|
2019
Q4 | $641K | Hold |
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|
2019
Q3 | $610K | Buy |
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