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CrestPoint Capital Management’s IDEX IEX Stock Holding History

CrestPoint Capital Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-11,600
Closed -$912K – 214
2015
Q2 		$912K Sell
11,600
-200
-2% -$15.5K 0.48% 70
2015
Q1 		$895K Hold
11,800
– – 0.47% 77
2014
Q4 		$919K Hold
11,800
– – 0.5% 73
2014
Q3 		$854K Sell
11,800
-1,400
-11% -$108K 0.51% 78
2014
Q2 		$1.07M Sell
13,200
-100
-0.8% -$7.56K 0.62% 58
2014
Q1 		$969K Sell
13,300
-800
-6% -$58.2K 0.6% 58
2013
Q4 		$1.04M Buy
+14,100
New +$980K 0.69% 47

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