CI
CX Institutional’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78K | Buy |
447
+28
| +7% | +$4.89K | ﹤0.01% | 796 |
|
|
2025
Q1 | $76K | Sell |
419
-1,067
| -72% | -$194K | ﹤0.01% | 782 |
|
|
2024
Q4 | $311K | Buy |
1,486
+19
| +1% | +$3.98K | 0.01% | 431 |
|
|
2024
Q3 | $315K | Buy |
1,467
+26
| +2% | +$5.58K | 0.01% | 458 |
|
|
2024
Q2 | $290K | Buy |
1,441
+945
| +191% | +$190K | 0.01% | 469 |
|
|
2024
Q1 | $121K | Buy |
496
+9
| +2% | +$2.2K | 0.01% | 534 |
|
|
2023
Q4 | $106K | Buy |
+487
| New | +$106K | 0.01% | 514 |
|
|
2022
Q3 | – | Sell |
-130
| Closed | -$24K | – | 781 |
|
|
2022
Q2 | $24K | Buy |
+130
| New | +$24K | ﹤0.01% | 807 |
|
|
2021
Q4 | – | Sell |
-1,710
| Closed | -$354K | – | 608 |
|
|
2021
Q3 | $354K | Sell |
1,710
-6,972
| -80% | -$1.44M | 0.03% | 296 |
|
|
2021
Q2 | $1.91M | Sell |
8,682
-672
| -7% | -$148K | 0.16% | 159 |
|
|
2021
Q1 | $1.96M | Buy |
9,354
+9,273
| +11,448% | +$1.94M | 0.18% | 149 |
|
|
2020
Q4 | $16K | Buy |
81
+1
| +1% | +$198 | ﹤0.01% | 654 |
|
|
2020
Q3 | $15K | Buy |
80
+30
| +60% | +$5.63K | ﹤0.01% | 608 |
|
|
2020
Q2 | $8K | Buy |
50
+12
| +32% | +$1.92K | ﹤0.01% | 597 |
|
|
2020
Q1 | $5K | Buy |
38
+34
| +850% | +$4.47K | ﹤0.01% | 545 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 708 |
|
|
2019
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 768 |
|