CCLA Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $69.7M | Sell |
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|
2024
Q4 | $99.9M | Buy |
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|
2024
Q3 | $86.7M | Hold |
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|
2024
Q2 | $86.7M | Buy |
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|
2024
Q1 | $104M | Buy |
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|
2023
Q4 | $85.9M | Buy |
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|
2023
Q3 | $81.8M | Buy |
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|
2023
Q2 | $84.6M | Buy |
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|
2023
Q1 | $66.7M | Sell |
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|
2022
Q4 | $67.2M | Sell |
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|
2022
Q3 | $70.4M | Buy |
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|
2022
Q1 | $68.3M | Buy |
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|
2021
Q4 | $83.3M | Sell |
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|
2021
Q3 | $77.8M | Buy |
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|
2021
Q2 | $81.9K | Buy |
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|
2021
Q1 | $73.1M | Sell |
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|
2020
Q4 | $82.1M | Buy |
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|
2020
Q3 | $73.8M | Buy |
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|
2020
Q2 | $56.1M | Buy |
|