Kestra Private Wealth Services, LLC Idex Corp Transaction History

Kestra Private Wealth Services, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$205.04 - $245.87 $36,497 - $43,764	178 Added 12.98%	1,549 $377,000
Q4 2023 Feb 05, 2024	BUY	$187.0 - $217.11 $2,431 - $2,822	13 Added 0.96%	1,371 $297,000
Q3 2023 Nov 07, 2023	BUY	$203.81 - $228.73 $4,687 - $5,260	23 Added 1.72%	1,358 $282,000
Q2 2023 Aug 08, 2023	BUY	$199.16 - $229.23 $20,314 - $23,381	102 Added 8.27%	1,335 $287,000
Q1 2023 May 12, 2023	BUY	$215.74 - $239.68 $11,434 - $12,703	53 Added 4.49%	1,233 $284,000
Q4 2022 Jan 31, 2023	SELL	$197.11 - $242.01 $50,460 - $61,954	-256 Reduced 17.83%	1,180 $269,000
Q3 2022 Nov 14, 2022	BUY	$181.36 - $217.63 $11,425 - $13,710	63 Added 4.59%	1,436 $287,000
Q2 2022 Aug 12, 2022	BUY	$173.06 - $198.72 $14,017 - $16,096	81 Added 6.27%	1,373 $249,000
Q1 2022 May 26, 2022	BUY	$183.29 - $235.52 $15,762 - $20,254	86 Added 7.13%	1,292 $247,000
Q4 2021 Jan 21, 2022	BUY	$205.78 - $239.5 $46,300 - $53,887	225 Added 22.94%	1,206 $285,000
Q3 2021 Oct 21, 2021	BUY	$206.95 - $228.77 $203,017 - $224,423	981 New	981 $203,000

653

75.7M

30.2K

33.1K

Ticker IEX
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 75,421,104
Market Cap $16.1B
Description
IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces, and distributes positive displacement pumps, s...

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.