Steward Financial Group LLC
- SEC CIK
- 0001906349
- Latest filing
- Oct 23, 2023
IEX holding history
Idex Corp in every 13F filed by Steward Financial Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IEX overviewAll 13F holders of IEXFull Q3 2023 holdings
- Shares (Q3 2023)
- 62
- Value
- $12.0K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 62 | $12.0K | <0.1% | +62 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −33−100.0% | Sold out | Holders |
| Q1 2023 | 33 | $7.00K | <0.1% | +19+135.7% | Added | Holders |
| Q4 2022 | 14 | $3.00K | <0.1% | +14 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −10−100.0% | Sold out | Holders |
| Q2 2022 | 10 | $1.00K | <0.1% | +10 | New | Holders |