West Paces Advisors’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 | – | Sell |
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|
2025
Q1 | $56.1K | Hold |
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|
2024
Q4 | $64.9K | Hold |
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|
2024
Q3 | $66.5K | Sell |
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|
2024
Q2 | $66.6K | Hold |
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|
2024
Q1 | $80.8K | Buy |
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|
2023
Q4 | $68K | Buy |
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|
2023
Q3 | $64.5K | Hold |
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|
2023
Q2 | $66.7K | Hold |
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|
2023
Q1 | $71.6K | Hold |
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|
2022
Q4 | $70.8K | Hold |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $56.3K | Hold |
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|
2022
Q1 | $59.4K | Hold |
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|
2021
Q4 | $73.3K | Hold |
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|
2021
Q3 | $64.2K | Hold |
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|
2021
Q2 | $68.2K | Hold |
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|
2021
Q1 | $64.9K | Hold |
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|
2020
Q4 | $61.8K | Hold |
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|
2020
Q3 | $56.5K | Hold |
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|
2020
Q2 | $49K | Hold |
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|
2020
Q1 | $42.8K | Hold |
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|
2019
Q4 | $53.3K | Hold |
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|
2019
Q3 | $50.8K | Hold |
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|
2019
Q2 | $53.4K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $39.1K | Hold |
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|
2018
Q3 | $46.7K | Hold |
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|
2018
Q2 | $42.3K | Hold |
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|
2018
Q1 | $44.2K | Hold |
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|
2017
Q4 | $40.9K | Sell |
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|
2017
Q3 | $43.7K | Sell |
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|
2017
Q2 | $52K | Hold |
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|
2017
Q1 | $43K | Hold |
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|
2016
Q4 | $41.4K | Buy |
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