SignatureFD’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $118K | Buy |
624
+69
| +12% | +$13.6K | ﹤0.01% | 1273 |
|
|
2025
Q4 | $98.8K | Sell |
555
-164
| -23% | -$28K | ﹤0.01% | 1328 |
|
|
2025
Q3 | $117K | Sell |
719
-494
| -41% | -$83.4K | ﹤0.01% | 1223 |
|
|
2025
Q2 | $213K | Buy |
1,213
+640
| +112% | +$113K | ﹤0.01% | 891 |
|
|
2025
Q1 | $104K | Buy |
573
+92
| +19% | +$18.3K | ﹤0.01% | 1197 |
|
|
2024
Q4 | $101K | Buy |
481
+7
| +1% | +$1.53K | ﹤0.01% | 1227 |
|
|
2024
Q3 | $102K | Sell |
474
-191
| -29% | -$38.5K | ﹤0.01% | 1212 |
|
|
2024
Q2 | $134K | Buy |
665
+31
| +5% | +$6.77K | ﹤0.01% | 1012 |
|
|
2024
Q1 | $155K | Buy |
634
+33
| +5% | +$7.45K | ﹤0.01% | 959 |
|
|
2023
Q4 | $130K | Buy |
601
+7
| +1% | +$1.41K | ﹤0.01% | 980 |
|
|
2023
Q3 | $124K | Buy |
594
+47
| +9% | +$10.2K | ﹤0.01% | 948 |
|
|
2023
Q2 | $118K | Sell |
547
-43
| -7% | -$9.04K | ﹤0.01% | 981 |
|
|
2023
Q1 | $136K | Buy |
590
+3
| +0.5% | +$681 | ﹤0.01% | 881 |
|
|
2022
Q4 | $134K | Buy |
587
+14
| +2% | +$3.13K | ﹤0.01% | 864 |
|
|
2022
Q3 | $115K | Buy |
573
+144
| +34% | +$29.1K | ﹤0.01% | 891 |
|
|
2022
Q2 | $78K | Buy |
429
+106
| +33% | +$20K | ﹤0.01% | 1088 |
|
|
2022
Q1 | $62K | Sell |
323
-48
| -13% | -$9.74K | ﹤0.01% | 1261 |
|
|
2021
Q4 | $88K | Buy |
371
+26
| +8% | +$5.91K | ﹤0.01% | 1080 |
|
|
2021
Q3 | $71K | Buy |
345
+45
| +15% | +$9.99K | ﹤0.01% | 1130 |
|
|
2021
Q2 | $66K | Buy |
300
+17
| +6% | +$3.76K | ﹤0.01% | 1140 |
|
|
2021
Q1 | $59K | Buy |
283
+27
| +11% | +$5.35K | ﹤0.01% | 1107 |
|
|
2020
Q4 | $51K | Buy |
256
+8
| +3% | +$1.52K | ﹤0.01% | 1061 |
|
|
2020
Q3 | $45K | Buy |
248
+32
| +15% | +$5.54K | ﹤0.01% | 1033 |
|
|
2020
Q2 | $34K | Buy |
216
+43
| +25% | +$6.57K | ﹤0.01% | 1110 |
|
|
2020
Q1 | $24K | Buy |
173
+142
| +458% | +$22.3K | ﹤0.01% | 1163 |
|
|
2019
Q4 | $5K | Sell |
31
-10
| -24% | -$1.62K | ﹤0.01% | 1635 |
|
|
2019
Q3 | $7K | Buy |
41
+10
| +32% | +$1.66K | ﹤0.01% | 1525 |
|
|
2019
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 1571 |
|
|
2019
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 1580 |
|
|
2018
Q4 | $4K | Sell |
31
-26
| -46% | -$3.48K | ﹤0.01% | 1577 |
|
|
2018
Q3 | $9K | Sell |
57
-11
| -16% | -$1.64K | ﹤0.01% | 1406 |
|
|
2018
Q2 | $9K | Sell |
68
-15
| -18% | -$2.1K | ﹤0.01% | 1409 |
|
|
2018
Q1 | $12K | Buy |
+83
| New | +$11.6K | ﹤0.01% | 1194 |
|
Other funds holding IEX
VCM
VPM