Churchill Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,913
| Closed | -$3.97M | – | 158 |
|
|
2025
Q1 | $3.97M | Sell |
21,913
-170
| -0.8% | -$30.8K | 0.05% | 103 |
|
|
2024
Q4 | $4.62M | Sell |
22,083
-469
| -2% | -$98.2K | 0.05% | 106 |
|
|
2024
Q3 | $4.84M | Sell |
22,552
-735
| -3% | -$158K | 0.06% | 108 |
|
|
2024
Q2 | $4.69M | Sell |
23,287
-381
| -2% | -$76.7K | 0.06% | 109 |
|
|
2024
Q1 | $5.78M | Sell |
23,668
-240
| -1% | -$58.6K | 0.07% | 99 |
|
|
2023
Q4 | $5.19M | Sell |
23,908
-724
| -3% | -$157K | 0.08% | 96 |
|
|
2023
Q3 | $5.12M | Sell |
24,632
-274
| -1% | -$57K | 0.09% | 94 |
|
|
2023
Q2 | $5.36M | Sell |
24,906
-330
| -1% | -$71K | 0.09% | 95 |
|
|
2023
Q1 | $5.83M | Sell |
25,236
-174
| -0.7% | -$40.2K | 0.12% | 87 |
|
|
2022
Q4 | $5.8M | Buy |
+25,410
| New | +$5.8M | 0.14% | 77 |
|