DA
Duality Advisers’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,498
| Closed | -$2.07M | – | 254 |
|
|
2024
Q1 | $2.07M | Sell |
8,498
-17,041
| -67% | -$4.16M | 0.2% | 184 |
|
|
2023
Q4 | $5.54M | Buy |
25,539
+12,593
| +97% | +$2.73M | 0.59% | 24 |
|
|
2023
Q3 | $2.69M | Sell |
12,946
-7,731
| -37% | -$1.61M | 0.33% | 96 |
|
|
2023
Q2 | $4.45M | Buy |
+20,677
| New | +$4.45M | 0.56% | 22 |
|
|
2022
Q2 | – | Sell |
-6,589
| Closed | -$1.26M | – | 716 |
|
|
2022
Q1 | $1.26M | Buy |
+6,589
| New | +$1.26M | 0.14% | 277 |
|
|
2021
Q4 | – | Sell |
-20,876
| Closed | -$4.32M | – | 589 |
|
|
2021
Q3 | $4.32M | Buy |
20,876
+8,191
| +65% | +$1.7M | 0.33% | 104 |
|
|
2021
Q2 | $2.79M | Buy |
12,685
+7,371
| +139% | +$1.62M | 0.25% | 135 |
|
|
2021
Q1 | $1.11M | Buy |
+5,314
| New | +$1.11M | 0.1% | 330 |
|