Steph & Co’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1K | Buy |
+240
| New | +$42.1K | 0.01% | 201 |
|
|
2024
Q2 | – | Sell |
-74
| Closed | -$18.1K | – | 269 |
|
|
2024
Q1 | $18.1K | Hold |
74
| – | – | 0.01% | 225 |
|
|
2023
Q4 | $16.1K | Hold |
74
| – | – | 0.01% | 199 |
|
|
2023
Q3 | $15.4K | Hold |
74
| – | – | 0.01% | 218 |
|
|
2023
Q2 | $15.9K | Hold |
74
| – | – | 0.01% | 203 |
|
|
2023
Q1 | $17.1K | Hold |
74
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $17K | Hold |
74
| – | – | 0.01% | 199 |
|
|
2022
Q3 | $15K | Hold |
74
| – | – | 0.01% | 190 |
|
|
2022
Q2 | $13K | Sell |
74
-10
| -12% | -$1.76K | 0.01% | 198 |
|
|
2022
Q1 | $16K | Hold |
84
| – | – | 0.01% | 249 |
|
|
2021
Q4 | $20K | Hold |
84
| – | – | 0.01% | 259 |
|
|
2021
Q3 | $17K | Hold |
84
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $18K | Hold |
84
| – | – | 0.01% | 198 |
|
|
2021
Q1 | $18K | Sell |
84
-7
| -8% | -$1.5K | 0.01% | 199 |
|
|
2020
Q4 | $18K | Hold |
91
| – | – | 0.01% | 198 |
|
|
2020
Q3 | $17K | Hold |
91
| – | – | 0.02% | 188 |
|
|
2020
Q2 | $14K | Sell |
91
-10
| -10% | -$1.54K | 0.01% | 194 |
|
|
2020
Q1 | $14K | Hold |
101
| – | – | 0.02% | 193 |
|
|
2019
Q4 | $17K | Buy |
+101
| New | +$17K | 0.01% | 204 |
|