WhitTier Trust Company’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.9K	Hold	125	–	–	﹤0.01%	967
2025 Q1	$22.6K	Hold	125	–	–	﹤0.01%	939
2024 Q4	$26.2K	Hold	125	–	–	﹤0.01%	883
2024 Q3	$26.8K	Hold	125	–	–	﹤0.01%	882
2024 Q2	$25.2K	Hold	125	–	–	﹤0.01%	852
2024 Q1	$30.5K	Hold	125	–	–	﹤0.01%	772
2023 Q4	$27.1K	Hold	125	–	–	﹤0.01%	780
2023 Q3	$26K	Hold	125	–	–	﹤0.01%	766
2023 Q2	$26.9K	Sell	125 -120	-49%	-$25.8K	﹤0.01%	796
2023 Q1	$56.6K	Hold	245	–	–	﹤0.01%	642
2022 Q4	$55.9K	Hold	245	–	–	﹤0.01%	651
2022 Q3	$49K	Hold	245	–	–	﹤0.01%	668
2022 Q2	$44K	Sell	245 -35	-13%	-$6.29K	﹤0.01%	692
2022 Q1	$54K	Hold	280	–	–	﹤0.01%	658
2021 Q4	$66K	Hold	280	–	–	﹤0.01%	631
2021 Q3	$58K	Hold	280	–	–	﹤0.01%	653
2021 Q2	$62K	Hold	280	–	–	﹤0.01%	626
2021 Q1	$59K	Hold	280	–	–	﹤0.01%	612
2020 Q4	$56K	Buy	280 +35	+14%	+$7K	﹤0.01%	602
2020 Q3	$45K	Hold	245	–	–	﹤0.01%	622
2020 Q2	$39K	Hold	245	–	–	﹤0.01%	618
2020 Q1	$34K	Hold	245	–	–	﹤0.01%	620
2019 Q4	$42K	Hold	245	–	–	﹤0.01%	625
2019 Q3	$40K	Hold	245	–	–	﹤0.01%	630
2019 Q2	$42K	Hold	245	–	–	﹤0.01%	617
2019 Q1	$37K	Sell	245 -25	-9%	-$3.78K	﹤0.01%	640
2018 Q4	$34K	Buy	270 +25	+10%	+$3.15K	﹤0.01%	641
2018 Q3	$37K	Hold	245	–	–	﹤0.01%	661
2018 Q2	$33K	Hold	245	–	–	﹤0.01%	674
2018 Q1	$35K	Hold	245	–	–	﹤0.01%	677
2017 Q4	$32K	Hold	245	–	–	﹤0.01%	636
2017 Q3	$30K	Hold	245	–	–	﹤0.01%	632
2017 Q2	$28K	Buy	+245	New	+$28K	﹤0.01%	641