West Paces Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-310
| Closed | -$56.1K | – | 367 |
|
|
2025
Q1 | $56.1K | Hold |
310
| – | – | 0.01% | 217 |
|
|
2024
Q4 | $64.9K | Hold |
310
| – | – | 0.02% | 209 |
|
|
2024
Q3 | $66.5K | Sell |
310
-21
| -6% | -$4.51K | 0.02% | 207 |
|
|
2024
Q2 | $66.6K | Hold |
331
| – | – | 0.02% | 198 |
|
|
2024
Q1 | $80.8K | Buy |
331
+18
| +6% | +$4.39K | 0.02% | 194 |
|
|
2023
Q4 | $68K | Buy |
313
+3
| +1% | +$651 | 0.02% | 199 |
|
|
2023
Q3 | $64.5K | Hold |
310
| – | – | 0.02% | 196 |
|
|
2023
Q2 | $66.7K | Hold |
310
| – | – | 0.02% | 201 |
|
|
2023
Q1 | $71.6K | Hold |
310
| – | – | 0.02% | 203 |
|
|
2022
Q4 | $70.8K | Hold |
310
| – | – | 0.02% | 199 |
|
|
2022
Q3 | $62K | Hold |
310
| – | – | 0.02% | 197 |
|
|
2022
Q2 | $56.3K | Hold |
310
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $59.4K | Hold |
310
| – | – | 0.02% | 214 |
|
|
2021
Q4 | $73.3K | Hold |
310
| – | – | 0.02% | 203 |
|
|
2021
Q3 | $64.2K | Hold |
310
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $68.2K | Hold |
310
| – | – | 0.03% | 181 |
|
|
2021
Q1 | $64.9K | Hold |
310
| – | – | 0.03% | 168 |
|
|
2020
Q4 | $61.8K | Hold |
310
| – | – | 0.03% | 170 |
|
|
2020
Q3 | $56.5K | Hold |
310
| – | – | 0.03% | 167 |
|
|
2020
Q2 | $49K | Hold |
310
| – | – | 0.03% | 177 |
|
|
2020
Q1 | $42.8K | Hold |
310
| – | – | 0.03% | 180 |
|
|
2019
Q4 | $53.3K | Hold |
310
| – | – | 0.03% | 184 |
|
|
2019
Q3 | $50.8K | Hold |
310
| – | – | 0.03% | 178 |
|
|
2019
Q2 | $53.4K | Hold |
310
| – | – | 0.03% | 169 |
|
|
2019
Q1 | $47K | Hold |
310
| – | – | 0.03% | 179 |
|
|
2018
Q4 | $39.1K | Hold |
310
| – | – | 0.03% | 191 |
|
|
2018
Q3 | $46.7K | Hold |
310
| – | – | 0.03% | 181 |
|
|
2018
Q2 | $42.3K | Hold |
310
| – | – | 0.03% | 187 |
|
|
2018
Q1 | $44.2K | Hold |
310
| – | – | 0.03% | 176 |
|
|
2017
Q4 | $40.9K | Sell |
310
-50
| -14% | -$6.6K | 0.03% | 195 |
|
|
2017
Q3 | $43.7K | Sell |
360
-100
| -22% | -$12.1K | 0.03% | 183 |
|
|
2017
Q2 | $52K | Hold |
460
| – | – | 0.04% | 170 |
|
|
2017
Q1 | $43K | Hold |
460
| – | – | 0.03% | 179 |
|
|
2016
Q4 | $41.4K | Buy |
+460
| New | +$41.4K | 0.04% | 190 |
|