Desjardins Global Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $84.2K | Buy |
388
+79
| +26% | +$17.2K | 0.01% | 488 |
|
|
2023
Q3 | $64.3K | Sell |
309
-2,228
| -88% | -$463K | 0.01% | 515 |
|
|
2023
Q2 | $546K | Buy |
2,537
+1,701
| +203% | +$366K | 0.06% | 276 |
|
|
2023
Q1 | $193K | Buy |
+836
| New | +$193K | 0.02% | 409 |
|
|
2022
Q2 | – | Sell |
-369
| Closed | -$70K | – | 490 |
|
|
2022
Q1 | $70K | Buy |
369
+23
| +7% | +$4.36K | 0.01% | 398 |
|
|
2021
Q4 | $81K | Buy |
+346
| New | +$81K | 0.01% | 410 |
|