DOUGHERTY WEALTH ADVISERS LLC – IDEX Corporation Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$95,000
portfolio value
DOUGHERTY WEALTH ADVISERS 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 | 0.00% | 0 shares | 9K | $199.85 | 473 | |
| Q2 2022 | share | 0.00% | 0 shares | -5K | $181.63 | 473 | |
| Q1 2022 | share | 0.00% | 0 shares | -21K | $191.73 | 473 | |
| Q4 2021 | share | 0.00% | 0 shares | 14K | $235.43 | 473 | |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $206.43 | 473 | |
| Q2 2021 | share | 0.00% | 0 shares | 5K | $218.97 | 473 | |
| Q1 2021 | share | 0.00% | 0 shares | 5K | $207.78 | 473 | |
| Q4 2020 | share | 0.00% | 0 shares | 8K | $197.25 | 473 | |
| Q3 2020 | share | 0.00% | 0 shares | 11K | $180.14 | 473 | |
| Q2 2020 | share | 0.00% | 0 shares | 10K | $155.61 | 473 | |
| Q1 2020 | share | 0.00% | 0 shares | -16K | $135.53 | 473 | |
| Q4 2019 | share | 0.00% | 0 shares | 3K | $168.3 | 473 | |
| Q3 2019 | share | Decrease | -44.22% | -375 shares | -68K | $159.85 | 473 |
| Q2 2019 | share | Increase | +79.28% | 375 shares | 74K | $167.42 | 848 |
| Q1 2019 | share | 0.00% | 0 shares | 7K | $147.1 | 473 | |
| Q4 2018 | share | Increase | 0.00% | 473 shares | 65K | $122.01 | 473 |