Edgestream Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Buy |
31,050
+17,455
| +128% | +$3.06M | 0.15% | 273 |
|
|
2025
Q1 | $2.46M | Buy |
13,595
+12,081
| +798% | +$2.19M | 0.08% | 434 |
|
|
2024
Q4 | $317K | Buy |
+1,514
| New | +$317K | 0.01% | 753 |
|
|
2024
Q1 | – | Sell |
-13,127
| Closed | -$2.85M | – | 908 |
|
|
2023
Q4 | $2.85M | Buy |
+13,127
| New | +$2.85M | 0.21% | 153 |
|
|
2023
Q3 | – | Sell |
-4,406
| Closed | -$948K | – | 884 |
|
|
2023
Q2 | $948K | Buy |
4,406
+756
| +21% | +$163K | 0.09% | 369 |
|
|
2023
Q1 | $843K | Buy |
+3,650
| New | +$843K | 0.09% | 324 |
|
|
2022
Q2 | – | Sell |
-20,587
| Closed | -$3.95M | – | 562 |
|
|
2022
Q1 | $3.95M | Buy |
+20,587
| New | +$3.95M | 0.31% | 97 |
|
|
2021
Q4 | – | Sell |
-9,620
| Closed | -$1.99M | – | 523 |
|
|
2021
Q3 | $1.99M | Sell |
9,620
-3,477
| -27% | -$720K | 0.12% | 238 |
|
|
2021
Q2 | $2.88M | Buy |
13,097
+9,965
| +318% | +$2.19M | 0.17% | 188 |
|
|
2021
Q1 | $656K | Sell |
3,132
-7,355
| -70% | -$1.54M | 0.04% | 315 |
|
|
2020
Q4 | $2.09M | Buy |
+10,487
| New | +$2.09M | 0.11% | 229 |
|