MOUNT YALE INVESTMENT ADVISORS, LLC – IDEX Corporation Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$833,000
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
+10.03%
quarter
IDEX Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.23% | -52 shares | 66K | $199.85 | 4.17K |
| Q2 2022 | share | Decrease | -2.54% | -110 shares | -64K | $181.63 | 4.22K |
| Q1 2022 | share | Increase | +3.93% | 164 shares | -154K | $191.73 | 4.33K |
| Q4 2021 | share | Increase | +0.36% | 15 shares | 126K | $235.43 | 4.16K |
| Q3 2021 | share | Decrease | -1.59% | -67 shares | -70K | $206.43 | 4.15K |
| Q2 2021 | share | Increase | +0.57% | 24 shares | 51K | $218.97 | 4.22K |
| Q1 2021 | share | Increase | +4.40% | 177 shares | 77K | $207.78 | 4.19K |
| Q4 2020 | share | Increase | +1.06% | 42 shares | 76K | $197.25 | 4.01K |
| Q3 2020 | share | Decrease | -1.00% | -40 shares | 90K | $180.14 | 3.97K |
| Q2 2020 | share | Increase | +18.08% | 615 shares | 165K | $155.61 | 4.01K |
| Q1 2020 | share | Increase | +15.13% | 447 shares | -14K | $135.53 | 3.40K |
| Q4 2019 | share | Decrease | -1.60% | -48 shares | -1K | $168.3 | 2.95K |
| Q3 2019 | share | Decrease | -2.25% | -69 shares | -1K | $159.85 | 3.00K |
| Q2 2019 | share | Decrease | -0.26% | -8 shares | 19K | $167.42 | 3.07K |
| Q1 2019 | share | Increase | 0.00% | 3.08K shares | 467K | $147.1 | 3.08K |