Trust Company of Vermont’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.86K | Hold |
22
| – | – | ﹤0.01% | 954 |
|
2025
Q1 | $3.98K | Sell |
22
-1
| -4% | -$181 | ﹤0.01% | 880 |
|
2024
Q4 | $4.81K | Hold |
23
| – | – | ﹤0.01% | 861 |
|
2024
Q3 | $4.93K | Buy |
+23
| New | +$4.93K | ﹤0.01% | 841 |
|
2023
Q2 | – | Sell |
-82
| Closed | -$18.9K | – | 869 |
|
2023
Q1 | $18.9K | Hold |
82
| – | – | ﹤0.01% | 609 |
|
2022
Q4 | $18.7K | Hold |
82
| – | – | ﹤0.01% | 593 |
|
2022
Q3 | $16K | Hold |
82
| – | – | ﹤0.01% | 634 |
|
2022
Q2 | $15K | Buy |
+82
| New | +$15K | ﹤0.01% | 616 |
|