DTL
Dynamic Technology Lab’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
11,750
+6,726
| +134% | +$1.18M | 0.28% | 53 |
|
|
2025
Q1 | $909K | Buy |
+5,024
| New | +$909K | 0.13% | 230 |
|
|
2024
Q3 | – | Sell |
-3,764
| Closed | -$758K | – | 1161 |
|
|
2024
Q2 | $758K | Buy |
+3,764
| New | +$758K | 0.09% | 385 |
|
|
2023
Q1 | – | Sell |
-11,643
| Closed | -$2.66M | – | 1294 |
|
|
2022
Q4 | $2.66M | Buy |
+11,643
| New | +$2.66M | 0.27% | 72 |
|
|
2022
Q2 | – | Sell |
-16,587
| Closed | -$3.18M | – | 1319 |
|
|
2022
Q1 | $3.18M | Buy |
16,587
+7,795
| +89% | +$1.49M | 0.38% | 17 |
|
|
2021
Q4 | $2.08M | Buy |
8,792
+6,953
| +378% | +$1.64M | 0.23% | 75 |
|
|
2021
Q3 | $381K | Sell |
1,839
-6,342
| -78% | -$1.31M | 0.05% | 645 |
|
|
2021
Q2 | $1.8M | Buy |
+8,181
| New | +$1.8M | 0.18% | 149 |
|
|
2021
Q1 | – | Sell |
-3,948
| Closed | -$786K | – | 1311 |
|
|
2020
Q4 | $786K | Buy |
3,948
+2,199
| +126% | +$438K | 0.13% | 264 |
|
|
2020
Q3 | $319K | Buy |
+1,749
| New | +$319K | 0.05% | 640 |
|
|
2020
Q2 | – | Sell |
-7,251
| Closed | -$1M | – | 1134 |
|
|
2020
Q1 | $1M | Buy |
+7,251
| New | +$1M | 0.2% | 122 |
|
|
2018
Q4 | – | Sell |
-13,796
| Closed | -$2.08M | – | 1119 |
|
|
2018
Q3 | $2.08M | Buy |
13,796
+8,202
| +147% | +$1.24M | 0.29% | 51 |
|
|
2018
Q2 | $764K | Buy |
+5,594
| New | +$764K | 0.12% | 269 |
|
|
2018
Q1 | – | Sell |
-6,776
| Closed | -$895K | – | 1184 |
|
|
2017
Q4 | $895K | Sell |
6,776
-6,785
| -50% | -$896K | 0.16% | 165 |
|
|
2017
Q3 | $1.65M | Buy |
+13,561
| New | +$1.65M | 0.27% | 38 |
|
|
2016
Q4 | – | Sell |
-12,720
| Closed | -$1.19M | – | 1005 |
|
|
2016
Q3 | $1.19M | Buy |
12,720
+10,042
| +375% | +$939K | 0.32% | 25 |
|
|
2016
Q2 | $220K | Buy |
+2,678
| New | +$220K | 0.06% | 665 |
|
|
2016
Q1 | – | Sell |
-3,400
| Closed | -$260K | – | 1040 |
|
|
2015
Q4 | $260K | Buy |
+3,400
| New | +$260K | 0.08% | 583 |
|
|
2015
Q2 | – | Sell |
-3,202
| Closed | -$243K | – | 835 |
|
|
2015
Q1 | $243K | Buy |
+3,202
| New | +$243K | 0.11% | 456 |
|
|
2014
Q4 | – | Sell |
-6,685
| Closed | -$484K | – | 744 |
|
|
2014
Q3 | $484K | Buy |
+6,685
| New | +$484K | 0.23% | 121 |
|
|
2014
Q1 | – | Sell |
-4,522
| Closed | -$334K | – | 657 |
|
|
2013
Q4 | $334K | Buy |
+4,522
| New | +$334K | 0.23% | 158 |
|