ECM
Ensemble Capital Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $46.2M | Sell |
215,157
-39,690
| -16% | -$8.51M | 3.91% | 14 |
|
|
2024
Q2 | $51.3M | Buy |
254,847
+86,144
| +51% | +$17.3M | 3.99% | 13 |
|
|
2024
Q1 | $41.2M | Buy |
168,703
+92,925
| +123% | +$22.7M | 3.45% | 15 |
|
|
2023
Q4 | $16.5M | Buy |
75,778
+10,650
| +16% | +$2.31M | 1.46% | 20 |
|
|
2023
Q3 | $13.5M | Buy |
65,128
+1,005
| +2% | +$209K | 1.4% | 20 |
|
|
2023
Q2 | $13.8M | Buy |
+64,123
| New | +$13.8M | 1.33% | 19 |
|