Covea Finance’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
25,400
+7,400
| +41% | +$1.3M | 0.17% | 99 |
|
|
2025
Q1 | $3.26M | Buy |
18,000
+3,500
| +24% | +$633K | 0.15% | 95 |
|
|
2024
Q4 | $3.03M | Buy |
14,500
+6,000
| +71% | +$1.26M | 0.14% | 88 |
|
|
2024
Q3 | $1.82M | Hold |
8,500
| – | – | 0.08% | 100 |
|
|
2024
Q2 | $1.71M | Sell |
8,500
-3,000
| -26% | -$604K | 0.08% | 98 |
|
|
2024
Q1 | $2.81M | Sell |
11,500
-4,000
| -26% | -$976K | 0.13% | 88 |
|
|
2023
Q4 | $3.37M | Hold |
15,500
| – | – | 0.16% | 84 |
|
|
2023
Q3 | $3.22M | Hold |
15,500
| – | – | 0.18% | 79 |
|
|
2023
Q2 | $3.34M | Hold |
15,500
| – | – | 0.18% | 85 |
|
|
2023
Q1 | $3.58M | Buy |
15,500
+2,000
| +15% | +$462K | 0.2% | 77 |
|
|
2022
Q4 | $3.08M | Hold |
13,500
| – | – | 0.15% | 92 |
|
|
2022
Q3 | $2.7M | Hold |
13,500
| – | – | 0.14% | 94 |
|
|
2022
Q2 | $2.45M | Buy |
13,500
+700
| +5% | +$127K | 0.34% | 40 |
|
|
2022
Q1 | $2.45M | Hold |
12,800
| – | – | 0.27% | 41 |
|
|
2021
Q4 | $3.03M | Buy |
+12,800
| New | +$3.03M | 0.26% | 39 |
|