Capstone Investment Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $973K | Buy |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $683K | Sell |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $150K | Buy |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $412K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $377K | Sell |
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|
2016
Q1 | $505K | Buy |
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