Chilton 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 |
-4
| Closed | -$805 | – | 664 |
|
|
2024
Q2 | $805 | Hold |
4
| – | – | ﹤0.01% | 580 |
|
|
2024
Q1 | $977 | Hold |
4
| – | – | ﹤0.01% | 560 |
|
|
2023
Q4 | $869 | Buy |
+4
| New | +$869 | ﹤0.01% | 567 |
|
|
2016
Q4 | – | Sell |
-4,478
| Closed | -$419K | – | 149 |
|
|
2016
Q3 | $419K | Buy |
4,478
+109
| +2% | +$10.2K | 0.04% | 135 |
|
|
2016
Q2 | $359K | Buy |
4,369
+1,225
| +39% | +$101K | 0.03% | 144 |
|
|
2016
Q1 | $261K | Buy |
+3,144
| New | +$261K | 0.03% | 148 |
|