Capital Fund Management (CFM)’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
+18,083
| New | +$3.17M | 0.01% | 522 |
|
|
2019
Q3 | – | Sell |
-6,975
| Closed | -$1.2M | – | 887 |
|
|
2019
Q2 | $1.2M | Sell |
6,975
-21,100
| -75% | -$3.63M | 0.01% | 412 |
|
|
2019
Q1 | $4.26M | Buy |
+28,075
| New | +$4.26M | 0.04% | 269 |
|
|
2018
Q4 | – | Sell |
-53,135
| Closed | -$8.01M | – | 971 |
|
|
2018
Q3 | $8.01M | Buy |
53,135
+27,435
| +107% | +$4.13M | 0.04% | 232 |
|
|
2018
Q2 | $3.51M | Buy |
+25,700
| New | +$3.51M | 0.02% | 392 |
|
|
2017
Q2 | – | Sell |
-36,000
| Closed | -$3.37M | – | 906 |
|
|
2017
Q1 | $3.37M | Buy |
+36,000
| New | +$3.37M | 0.03% | 360 |
|
|
2015
Q2 | – | Sell |
-53,700
| Closed | -$4.07M | – | 790 |
|
|
2015
Q1 | $4.07M | Buy |
53,700
+20,812
| +63% | +$1.58M | 0.06% | 204 |
|
|
2014
Q4 | $2.56M | Sell |
32,888
-70,680
| -68% | -$5.5M | 0.03% | 291 |
|
|
2014
Q3 | $7.5M | Buy |
+103,568
| New | +$7.5M | 0.08% | 131 |
|
|
2014
Q2 | – | Sell |
-66,597
| Closed | -$4.85M | – | 907 |
|
|
2014
Q1 | $4.85M | Buy |
+66,597
| New | +$4.85M | 0.06% | 188 |
|
|
2013
Q3 | – | Sell |
-73,559
| Closed | -$3.96M | – | 847 |
|
|
2013
Q2 | $3.96M | Buy |
+73,559
| New | +$3.96M | 0.06% | 324 |
|