Valley National Advisers’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Sell |
39
-1
| -3% | -$154 | ﹤0.01% | 635 |
|
|
2025
Q1 | $7K | Buy |
40
+1
| +3% | +$175 | ﹤0.01% | 614 |
|
|
2024
Q4 | $8K | Hold |
39
| – | – | ﹤0.01% | 574 |
|
|
2024
Q3 | $8K | Hold |
39
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $7K | Hold |
39
| – | – | ﹤0.01% | 692 |
|
|
2024
Q1 | $9K | Hold |
39
| – | – | ﹤0.01% | 660 |
|
|
2023
Q4 | $8K | Buy |
39
+1
| +3% | +$205 | ﹤0.01% | 699 |
|
|
2023
Q3 | $8K | Hold |
38
| – | – | ﹤0.01% | 637 |
|
|
2023
Q2 | $9K | Hold |
38
| – | – | ﹤0.01% | 615 |
|
|
2023
Q1 | $8K | Hold |
38
| – | – | ﹤0.01% | 622 |
|
|
2022
Q4 | $8K | Hold |
38
| – | – | ﹤0.01% | 600 |
|
|
2022
Q3 | $8K | Hold |
38
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $7K | Hold |
38
| – | – | ﹤0.01% | 619 |
|
|
2022
Q1 | $7K | Hold |
38
| – | – | ﹤0.01% | 644 |
|
|
2021
Q4 | $9K | Hold |
38
| – | – | ﹤0.01% | 619 |
|
|
2021
Q3 | $8K | Hold |
38
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $8K | Hold |
38
| – | – | ﹤0.01% | 613 |
|
|
2021
Q1 | $8K | Hold |
38
| – | – | ﹤0.01% | 570 |
|
|
2020
Q4 | $7K | Hold |
38
| – | – | ﹤0.01% | 568 |
|
|
2020
Q3 | $7K | Buy |
38
+1
| +3% | +$184 | ﹤0.01% | 516 |
|
|
2020
Q2 | $6K | Hold |
37
| – | – | ﹤0.01% | 533 |
|
|
2020
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 542 |
|
|
2019
Q4 | $6K | Sell |
37
-5
| -12% | -$811 | ﹤0.01% | 586 |
|
|
2019
Q3 | $7K | Hold |
42
| – | – | ﹤0.01% | 554 |
|
|
2019
Q2 | $7K | Hold |
42
| – | – | ﹤0.01% | 513 |
|
|
2019
Q1 | $6K | Hold |
42
| – | – | ﹤0.01% | 533 |
|
|
2018
Q4 | $5K | Hold |
42
| – | – | ﹤0.01% | 523 |
|
|
2018
Q3 | $6K | Hold |
42
| – | – | ﹤0.01% | 488 |
|
|
2018
Q2 | $6K | Hold |
42
| – | – | ﹤0.01% | 466 |
|
|
2018
Q1 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 451 |
|