Carderock Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,122
| Closed | -$226K | – | 75 |
|
|
2024
Q2 | $226K | Sell |
1,122
-27,677
| -96% | -$5.57M | 0.06% | 65 |
|
|
2024
Q1 | $7.03M | Buy |
28,799
+969
| +3% | +$236K | 1.97% | 30 |
|
|
2023
Q4 | $6.04M | Buy |
27,830
+3,024
| +12% | +$657K | 1.67% | 35 |
|
|
2023
Q3 | $5.16M | Buy |
24,806
+5,978
| +32% | +$1.24M | 1.73% | 35 |
|
|
2023
Q2 | $4.05M | Buy |
18,828
+1,462
| +8% | +$315K | 1.26% | 42 |
|
|
2023
Q1 | $4.01M | Buy |
17,366
+617
| +4% | +$143K | 1.4% | 41 |
|
|
2022
Q4 | $3.82M | Buy |
+16,749
| New | +$3.82M | 1.59% | 29 |
|