Aquatic Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Buy |
28,330
+11,832
| +72% | +$2.08M | 0.1% | 244 |
|
|
2025
Q1 | $2.99M | Buy |
16,498
+9,753
| +145% | +$1.77M | 0.08% | 323 |
|
|
2024
Q4 | $1.41M | Buy |
6,745
+945
| +16% | +$198K | 0.04% | 457 |
|
|
2024
Q3 | $1.24M | Buy |
+5,800
| New | +$1.24M | 0.03% | 458 |
|
|
2024
Q1 | – | Sell |
-10,600
| Closed | -$2.3M | – | 1412 |
|
|
2023
Q4 | $2.3M | Sell |
10,600
-3,900
| -27% | -$847K | 0.06% | 300 |
|
|
2023
Q3 | $3.02M | Sell |
14,500
-11,300
| -44% | -$2.35M | 0.13% | 178 |
|
|
2023
Q2 | $5.55M | Buy |
+25,800
| New | +$5.55M | 0.3% | 82 |
|
|
2023
Q1 | – | Sell |
-1,200
| Closed | -$274K | – | 1489 |
|
|
2022
Q4 | $274K | Buy |
+1,200
| New | +$274K | 0.02% | 669 |
|