EOJOAM
E. Ohman J:or Asset Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Hold |
3,500
| – | – | 0.02% | 338 |
|
|
2025
Q1 | $633K | Hold |
3,500
| – | – | 0.02% | 337 |
|
|
2024
Q4 | $733K | Hold |
3,500
| – | – | 0.02% | 330 |
|
|
2024
Q3 | $751K | Hold |
3,500
| – | – | 0.02% | 312 |
|
|
2024
Q2 | $704K | Buy |
3,500
+600
| +21% | +$121K | 0.02% | 314 |
|
|
2024
Q1 | $708K | Hold |
2,900
| – | – | 0.02% | 303 |
|
|
2023
Q4 | $630K | Sell |
2,900
-500
| -15% | -$109K | 0.02% | 299 |
|
|
2023
Q3 | $707K | Hold |
3,400
| – | – | 0.03% | 301 |
|
|
2023
Q2 | $732K | Hold |
3,400
| – | – | 0.03% | 301 |
|
|
2023
Q1 | $786K | Hold |
3,400
| – | – | 0.03% | 279 |
|
|
2022
Q4 | $776K | Hold |
3,400
| – | – | 0.03% | 278 |
|
|
2022
Q3 | $679K | Buy |
3,400
+500
| +17% | +$99.9K | 0.03% | 287 |
|
|
2022
Q2 | $527K | Hold |
2,900
| – | – | 0.02% | 344 |
|
|
2022
Q1 | $556K | Sell |
2,900
-1,000
| -26% | -$192K | 0.02% | 364 |
|
|
2021
Q4 | $922K | Hold |
3,900
| – | – | 0.03% | 319 |
|
|
2021
Q3 | $807K | Buy |
+3,900
| New | +$807K | 0.03% | 333 |
|
|
2019
Q4 | – | Sell |
-1,900
| Closed | -$311K | – | 451 |
|
|
2019
Q3 | $311K | Hold |
1,900
| – | – | 0.02% | 311 |
|
|
2019
Q2 | $327K | Sell |
1,900
-500
| -21% | -$86.1K | 0.02% | 300 |
|
|
2019
Q1 | $364K | Hold |
2,400
| – | – | 0.02% | 287 |
|
|
2018
Q4 | $303K | Hold |
2,400
| – | – | 0.02% | 309 |
|
|
2018
Q3 | $362K | Hold |
2,400
| – | – | 0.02% | 304 |
|
|
2018
Q2 | $328K | Buy |
2,400
+600
| +33% | +$81.9K | 0.02% | 304 |
|
|
2018
Q1 | $257K | Sell |
1,800
-800
| -31% | -$114K | 0.02% | 396 |
|
|
2017
Q4 | $343K | Buy |
2,600
+400
| +18% | +$52.8K | 0.03% | 362 |
|
|
2017
Q3 | $267K | Hold |
2,200
| – | – | 0.02% | 386 |
|
|
2017
Q2 | $249K | Buy |
+2,200
| New | +$249K | 0.03% | 382 |
|