Whittier Trust’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 | $36.7K | Hold |
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|
2025
Q1 | $37.8K | Hold |
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|
2024
Q4 | $43.7K | Hold |
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|
2024
Q3 | $44.8K | Hold |
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|
2024
Q2 | $42K | Buy |
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|
2024
Q1 | $36.8K | Hold |
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|
2023
Q4 | $32.8K | Sell |
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|
2023
Q3 | $32.5K | Buy |
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|
2023
Q2 | $32.5K | Hold |
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|
2023
Q1 | $34.9K | Hold |
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|
2022
Q4 | $34.5K | Hold |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $31K | Sell |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $45K | Buy |
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|
2020
Q4 | $13K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Buy |
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