Asset Management One’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.41M | Sell |
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|
2025
Q2 | $5.85M | Sell |
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|
2025
Q1 | $6.26M | Buy |
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|
2024
Q4 | $6.39M | Buy |
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|
2024
Q3 | $6.23M | Sell |
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|
2024
Q2 | $6M | Sell |
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|
2024
Q1 | $7.53M | Sell |
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|
2023
Q4 | $6.72M | Sell |
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|
2023
Q3 | $6.62M | Buy |
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|
2023
Q2 | $6.61M | Buy |
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|
2023
Q1 | $6.53M | Sell |
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|
2022
Q4 | $6.76M | Sell |
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|
2022
Q3 | $5.96M | Sell |
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|
2022
Q2 | $5.63M | Buy |
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|
2022
Q1 | $5.8M | Sell |
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|
2021
Q4 | $8.01M | Buy |
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|
2021
Q3 | $6.82M | Sell |
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|
2021
Q2 | $7.63M | Sell |
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|
2021
Q1 | $7.52M | Buy |
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|
2020
Q4 | $6.76M | Sell |
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|
2020
Q3 | $6.54M | Sell |
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|
2020
Q2 | $6.01M | Sell |
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|
2020
Q1 | $5.29M | Sell |
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|
2019
Q4 | $6.69M | Sell |
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|
2019
Q3 | $7.29M | Buy |
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|
2019
Q2 | $7.31M | Buy |
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|
2019
Q1 | $5.8M | Sell |
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|
2018
Q4 | $14.7M | Sell |
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|
2018
Q3 | $17.8M | Buy |
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|
2018
Q2 | $16M | Sell |
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|
2018
Q1 | $17M | Sell |
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|
2017
Q4 | $16.8M | Sell |
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|
2017
Q3 | $15.5M | Sell |
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|
2017
Q2 | $14.5M | Buy |
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|
2017
Q1 | $1.87M | Buy |
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|
2016
Q4 | $789K | Sell |
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|
2016
Q3 | $863K | Hold |
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|
2016
Q2 | $750K | Sell |
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|
2016
Q1 | $854K | Sell |
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|
2015
Q4 | $825K | Sell |
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|
2015
Q3 | $1.22M | Hold |
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|
2015
Q2 | $1.35M | Hold |
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|
2015
Q1 | $1.32M | Sell |
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|
2014
Q4 | $1.47M | Sell |
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|
2014
Q3 | $1.85M | Sell |
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|
2014
Q2 | $2.12M | Sell |
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|
2014
Q1 | $2.04M | Sell |
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|
2013
Q4 | $2.43M | Sell |
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|
2013
Q3 | $2.17M | Sell |
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|
2013
Q2 | $2.01M | Buy |
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