IDEX Corporation shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of IDEX Corporation (IEX) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in IDEX Corporation
Tip: Access up to 7 years of quarterly data
All positions including IDEX Corporation held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $115k | 473 | 244.02 |
2023-12-31 | $103k | 473 | 217.11 |
2023-09-30 | $98k | 473 | 208.02 |
2023-06-30 | $102k | 473 | 215.26 |
2023-03-31 | $109k | 473 | 231.03 |
2022-12-31 | $108k | 473 | 228.33 |
2022-09-30 | $95k | 473 | 200.85 |
2022-06-30 | $86k | 473 | 181.82 |
2022-03-31 | $91k | 473 | 192.39 |
2021-12-31 | $112k | 473 | 236.79 |
2021-09-30 | $98k | 473 | 207.19 |
2021-06-30 | $104k | 473 | 219.87 |
2021-03-31 | $99k | 473 | 209.30 |
2020-12-31 | $94k | 473 | 198.73 |
2020-09-30 | $86k | 473 | 181.82 |
2020-06-30 | $75k | 473 | 158.56 |
2020-03-31 | $65k | 473 | 137.42 |
2019-12-31 | $81k | 473 | 171.25 |
2019-09-30 | $78k | 473 | 164.90 |
2019-06-30 | $146k | 848 | 172.17 |
2019-03-31 | $72k | 473 | 152.22 |
2018-12-31 | $65k | 473 | 137.42 |