Convergence Investment Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-145
| Closed | -$21K | – | 587 |
|
|
2018
Q1 | $21K | Buy |
+145
| New | +$21K | ﹤0.01% | 586 |
|
|
2014
Q4 | – | Sell |
-16,710
| Closed | -$1.21M | – | 398 |
|
|
2014
Q3 | $1.21M | Sell |
16,710
-5,335
| -24% | -$386K | 0.17% | 192 |
|
|
2014
Q2 | $1.78M | Sell |
22,045
-4,095
| -16% | -$331K | 0.23% | 145 |
|
|
2014
Q1 | $1.91M | Buy |
26,140
+12,980
| +99% | +$946K | 0.29% | 117 |
|
|
2013
Q4 | $972K | Buy |
+13,160
| New | +$972K | 0.16% | 174 |
|