Wallington Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $300K | Hold |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $320K | Hold |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $331K | Hold |
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|
2021
Q3 | $290K | Hold |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $293K | Hold |
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|
2020
Q4 | $279K | Hold |
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|
2020
Q3 | $255K | Hold |
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|
2020
Q2 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Hold |
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|
2019
Q3 | $229K | Hold |
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|
2019
Q2 | $241K | Hold |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $271K | Hold |
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|
2018
Q2 | $246K | Hold |
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|
2018
Q1 | $257K | Hold |
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|
2017
Q4 | $238K | Hold |
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|
2017
Q3 | $219K | Hold |
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|
2017
Q2 | $203K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $140K | Hold |
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|
2014
Q3 | $130K | Hold |
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|
2014
Q2 | $145K | Hold |
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|
2014
Q1 | $131K | Hold |
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|
2013
Q4 | $133K | Hold |
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|
2013
Q3 | $117K | Hold |
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|
2013
Q2 | $97K | Buy |
|