A detailed history of Bergan Kdv Wealth Management, LLC transactions in Idex Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 23 shares of IEX stock, worth $5,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23
Previous 42 45.24%
Holding current value
$5,154
Previous $9,000 55.56%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$199.16 - $229.23 $3,784 - $4,355
-19 Reduced 45.24%
23 $4,000
Q4 2022

Jan 31, 2023

SELL
$197.11 - $242.01 $788 - $968
-4 Reduced 8.7%
42 $9,000
Q3 2022

Oct 24, 2022

SELL
$181.36 - $217.63 $1,632 - $1,958
-9 Reduced 16.36%
46 $9,000
Q4 2020

Feb 04, 2021

BUY
$168.73 - $199.2 $1,518 - $1,792
9 Added 19.57%
55 $11,000
Q2 2020

Aug 13, 2020

SELL
$133.2 - $167.29 $2,797 - $3,513
-21 Reduced 31.34%
46 $7,000
Q4 2019

Feb 10, 2020

BUY
$152.31 - $173.36 $7,767 - $8,841
51 Added 318.75%
67 $12,000
Q2 2018

Jul 23, 2018

BUY
$132.58 - $145.63 $2,121 - $2,330
16 New
16 $2,000

Others Institutions Holding IEX

About IDEX CORP


  • Ticker IEX
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 75,421,104
  • Market Cap $16.9B
  • 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...
More about IEX
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