UMB Bank’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6K | Sell |
123
-101
| -45% | -$17.7K | ﹤0.01% | 1352 |
|
|
2025
Q1 | $40.5K | Buy |
224
+87
| +64% | +$15.7K | ﹤0.01% | 1136 |
|
|
2024
Q4 | $28.7K | Buy |
137
+12
| +10% | +$2.51K | ﹤0.01% | 1129 |
|
|
2024
Q3 | $26.8K | Sell |
125
-116
| -48% | -$24.9K | ﹤0.01% | 1100 |
|
|
2024
Q2 | $48.5K | Buy |
241
+57
| +31% | +$11.5K | ﹤0.01% | 830 |
|
|
2024
Q1 | $44.9K | Sell |
184
-3
| -2% | -$732 | ﹤0.01% | 853 |
|
|
2023
Q4 | $40.6K | Sell |
187
-344
| -65% | -$74.7K | ﹤0.01% | 875 |
|
|
2023
Q3 | $110K | Sell |
531
-84
| -14% | -$17.5K | ﹤0.01% | 676 |
|
|
2023
Q2 | $132K | Sell |
615
-15
| -2% | -$3.23K | ﹤0.01% | 654 |
|
|
2023
Q1 | $146K | Sell |
630
-17
| -3% | -$3.93K | ﹤0.01% | 625 |
|
|
2022
Q4 | $148K | Buy |
647
+135
| +26% | +$30.9K | ﹤0.01% | 633 |
|
|
2022
Q3 | $102K | Sell |
512
-26
| -5% | -$5.18K | ﹤0.01% | 724 |
|
|
2022
Q2 | $98K | Sell |
538
-43
| -7% | -$7.83K | ﹤0.01% | 761 |
|
|
2022
Q1 | $111K | Buy |
581
+77
| +15% | +$14.7K | ﹤0.01% | 761 |
|
|
2021
Q4 | $120K | Buy |
+504
| New | +$120K | ﹤0.01% | 774 |
|