Vontobel Holding’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Sell |
25,607
-435
| -2% | -$76.4K | 0.01% | 334 |
|
|
2025
Q1 | $4.71M | Sell |
26,042
-2,933
| -10% | -$531K | 0.02% | 326 |
|
|
2024
Q4 | $6.06M | Buy |
28,975
+11,925
| +70% | +$2.5M | 0.02% | 286 |
|
|
2024
Q3 | $3.66M | Sell |
17,050
-6,757
| -28% | -$1.45M | 0.01% | 369 |
|
|
2024
Q2 | $4.79M | Buy |
23,807
+414
| +2% | +$83.3K | 0.02% | 307 |
|
|
2024
Q1 | $5.71M | Sell |
23,393
-1,540
| -6% | -$376K | 0.05% | 296 |
|
|
2023
Q4 | $5.41M | Buy |
24,933
+5,552
| +29% | +$1.21M | 0.05% | 296 |
|
|
2023
Q3 | $4.03M | Sell |
19,381
-7,405
| -28% | -$1.54M | 0.04% | 321 |
|
|
2023
Q2 | $5.77M | Sell |
26,786
-909
| -3% | -$196K | 0.05% | 278 |
|
|
2023
Q1 | $6.4M | Sell |
27,695
-8,507
| -23% | -$1.97M | 0.06% | 255 |
|
|
2022
Q4 | $8.22M | Sell |
36,202
-6,416
| -15% | -$1.46M | 0.08% | 222 |
|
|
2022
Q3 | $8.53M | Buy |
42,618
+3,240
| +8% | +$649K | 0.1% | 190 |
|
|
2022
Q2 | $7.13M | Buy |
39,378
+2,068
| +6% | +$374K | 0.08% | 214 |
|
|
2022
Q1 | $7.29M | Sell |
37,310
-4,725
| -11% | -$923K | 0.06% | 235 |
|
|
2021
Q4 | $9.9M | Buy |
42,035
+5,996
| +17% | +$1.41M | 0.08% | 194 |
|
|
2021
Q3 | $7.46M | Buy |
36,039
+2,915
| +9% | +$603K | 0.07% | 207 |
|
|
2021
Q2 | $7.31M | Buy |
33,124
+8,838
| +36% | +$1.95M | 0.06% | 221 |
|
|
2021
Q1 | $5.08M | Buy |
24,286
+1,763
| +8% | +$369K | 0.04% | 244 |
|
|
2020
Q4 | $4.47M | Buy |
+22,523
| New | +$4.47M | 0.03% | 255 |
|