Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-906
Closed -$209K 461
2023
Q1
$209K Hold
906
0.04% 422
2022
Q4
$207K Buy
+906
New +$202K 0.04% 427
2022
Q2
Sell
-1,298
Closed -$249K 514
2022
Q1
$249K Sell
1,298
-386
-23% -$78.3K 0.03% 504
2021
Q4
$397K Sell
1,684
-724
-30% -$164K 0.03% 432
2021
Q3
$498K Hold
2,408
0.04% 426
2021
Q2
$529K Sell
2,408
-350
-13% -$77.3K 0.04% 421
2021
Q1
$576K Buy
2,758
+69
+3% +$13.7K 0.04% 408
2020
Q4
$536K Buy
2,689
+253
+10% +$48.1K 0.04% 393
2020
Q3
$444K Sell
2,436
-682
-22% -$118K 0.04% 370
2020
Q2
$492K Sell
3,118
-2,686
-46% -$411K 0.05% 390
2020
Q1
$802K Buy
5,804
+3,733
+180% +$586K 0.1% 216
2019
Q4
$339K Sell
2,071
-173
-8% -$28K 0.04% 489
2019
Q3
$349K Buy
2,244
+100
+5% +$16.6K 0.04% 488
2019
Q2
$361K Sell
2,144
-100
-4% -$15.7K 0.04% 476
2019
Q1
$340K Sell
2,244
-100
-4% -$14.1K 0.04% 492
2018
Q4
$297K Buy
2,344
+55
+2% +$7.36K 0.03% 525
2018
Q3
$290K Sell
2,289
-200
-8% -$29.8K 0.02% 569
2018
Q2
$341K Sell
2,489
-2,192
-47% -$306K 0.02% 539
2018
Q1
$666K Sell
4,681
-7
-0.1% -$977 0.04% 361
2017
Q4
$618K Buy
4,688
+1,692
+56% +$218K 0.04% 389
2017
Q3
$364K Sell
2,996
-105
-3% -$12.3K 0.02% 594
2017
Q2
$350K Sell
3,101
-109
-3% -$11.5K 0.02% 578
2017
Q1
$300K Buy
3,210
+428
+15% +$39.3K 0.02% 590
2016
Q4
$251K Buy
+2,782
New +$252K 0.03% 613

Other funds holding IEX