Tarbox Family Office’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-46
| Closed | -$9K | – | 529 |
|
|
2022
Q1 | $9K | Sell |
46
-13
| -22% | -$2.64K | ﹤0.01% | 399 |
|
|
2021
Q4 | $14K | Hold |
59
| – | – | ﹤0.01% | 408 |
|
|
2021
Q3 | $12K | Hold |
59
| – | – | ﹤0.01% | 466 |
|
|
2021
Q2 | $13K | Hold |
59
| – | – | ﹤0.01% | 443 |
|
|
2021
Q1 | $12K | Hold |
59
| – | – | ﹤0.01% | 391 |
|
|
2020
Q4 | $12K | Hold |
59
| – | – | ﹤0.01% | 377 |
|
|
2020
Q3 | $11K | Hold |
59
| – | – | ﹤0.01% | 375 |
|
|
2020
Q2 | $9K | Hold |
59
| – | – | ﹤0.01% | 386 |
|
|
2020
Q1 | $8K | Buy |
59
+16
| +37% | +$2.51K | ﹤0.01% | 360 |
|
|
2019
Q4 | $7K | Hold |
43
| – | – | ﹤0.01% | 435 |
|
|
2019
Q3 | $7K | Hold |
43
| – | – | ﹤0.01% | 400 |
|
|
2019
Q2 | $7K | Buy |
43
+25
| +139% | +$3.93K | ﹤0.01% | 388 |
|
|
2019
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 451 |
|
|
2018
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 488 |
|
|
2018
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 444 |
|
|
2018
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 503 |
|
|
2018
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 451 |
|
|
2017
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 496 |
|
|
2017
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 493 |
|
|
2017
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 476 |
|
|
2017
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 478 |
|
|
2016
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 440 |
|
|
2016
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 431 |
|
|
2016
Q2 | $1K | Sell |
18
-2
| -10% | -$166 | ﹤0.01% | 490 |
|
|
2016
Q1 | $2K | Buy |
20
+7
| +54% | +$525 | ﹤0.01% | 431 |
|
|
2015
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 475 |
|
|
2015
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 485 |
|
|
2015
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 456 |
|
|
2015
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 471 |
|
|
2014
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 465 |
|
|
2014
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 465 |
|
|
2014
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 425 |
|
|
2014
Q1 | $0 | Sell |
13
-2
| -13% | -$146 | ﹤0.01% | 515 |
|
|
2013
Q4 | $1K | Buy |
+15
| New | +$1.04K | ﹤0.01% | 513 |
|
Other funds holding IEX
ACM
Tarbox Family Office's IEX Position: Q2 2022 in Review
Tarbox Family Office sold out of IDEX (IEX) in Q2 2022, closing a stake of 46 shares — an estimated $9K sold.
Tarbox Family Office first reported a position in IEX in Q4 2013 and held it in 34 quarters. The position peaked at $14K in Q4 2021. 565 funds tracked by Wall St. Rank hold IEX as of Q2 2022.
- Tarbox Family Office reported no remaining IDEX position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 46 IDEX shares in Q2 2022, an estimated $9K.
- Tarbox Family Office first reported a position in IDEX in Q4 2013 and held it in 34 quarters.
- Tarbox Family Office's IDEX position peaked at $14K in Q4 2021.
- 565 funds tracked by Wall St. Rank held IDEX as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.