Capital Research Global Investors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-170,533
| Closed | -$29.3M | – | 408 |
|
|
2019
Q4 | $29.3M | Buy |
170,533
+33
| +0% | +$5.68K | 0.01% | 352 |
|
|
2019
Q3 | $27.9M | Buy |
170,500
+13
| +0% | +$2.13K | 0.01% | 355 |
|
|
2019
Q2 | $29.3M | Buy |
170,487
+55
| +0% | +$9.47K | 0.01% | 347 |
|
|
2019
Q1 | $25.9M | Hold |
170,432
| – | – | 0.01% | 363 |
|
|
2018
Q4 | $21.5M | Hold |
170,432
| – | – | 0.01% | 362 |
|
|
2018
Q3 | $25.7M | Buy |
+170,432
| New | +$25.7M | 0.01% | 380 |
|
|
2015
Q4 | – | Sell |
-3,788,000
| Closed | -$270M | – | 445 |
|
|
2015
Q3 | $270M | Hold |
3,788,000
| – | – | 0.1% | 194 |
|
|
2015
Q2 | $298M | Hold |
3,788,000
| – | – | 0.1% | 206 |
|
|
2015
Q1 | $287M | Hold |
3,788,000
| – | – | 0.1% | 206 |
|
|
2014
Q4 | $295M | Buy |
3,788,000
+108,000
| +3% | +$8.41M | 0.1% | 202 |
|
|
2014
Q3 | $266M | Buy |
3,680,000
+1,248,000
| +51% | +$90.3M | 0.09% | 207 |
|
|
2014
Q2 | $196M | Buy |
+2,432,000
| New | +$196M | 0.07% | 233 |
|