Vest Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
21,150
+5,438
| +35% | +$955K | 0.05% | 209 |
|
|
2025
Q1 | $2.84M | Buy |
15,712
+4,182
| +36% | +$757K | 0.04% | 200 |
|
|
2024
Q4 | $2.41M | Buy |
11,530
+4,376
| +61% | +$916K | 0.04% | 183 |
|
|
2024
Q3 | $1.53M | Buy |
7,154
+1,709
| +31% | +$367K | 0.03% | 156 |
|
|
2024
Q2 | $1.1M | Buy |
5,445
+2,000
| +58% | +$402K | 0.03% | 179 |
|
|
2024
Q1 | $841K | Buy |
3,445
+2,323
| +207% | +$567K | 0.02% | 199 |
|
|
2023
Q4 | $244K | Buy |
+1,122
| New | +$244K | 0.01% | 149 |
|