Essex Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
17,831
-3,470
| -16% | -$609K | 0.57% | 67 |
|
|
2025
Q1 | $3.85M | Sell |
21,301
-2,602
| -11% | -$471K | 0.8% | 36 |
|
|
2024
Q4 | $5M | Buy |
23,903
+23,819
| +28,356% | +$4.99M | 0.9% | 29 |
|
|
2024
Q3 | $18K | Hold |
84
| – | – | ﹤0.01% | 287 |
|
|
2024
Q2 | $16.9K | Hold |
84
| – | – | ﹤0.01% | 291 |
|
|
2024
Q1 | $20.5K | Hold |
84
| – | – | ﹤0.01% | 281 |
|
|
2023
Q4 | $18.2K | Buy |
84
+22
| +35% | +$4.78K | ﹤0.01% | 292 |
|
|
2023
Q3 | $12.9K | Hold |
62
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $13.3K | Hold |
62
| – | – | ﹤0.01% | 350 |
|
|
2023
Q1 | $14.3K | Hold |
62
| – | – | ﹤0.01% | 356 |
|
|
2022
Q4 | $14K | Hold |
62
| – | – | ﹤0.01% | 360 |
|
|
2022
Q3 | $12K | Hold |
62
| – | – | ﹤0.01% | 362 |
|
|
2022
Q2 | $11K | Hold |
62
| – | – | ﹤0.01% | 380 |
|
|
2022
Q1 | $12K | Hold |
62
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $15K | Hold |
62
| – | – | ﹤0.01% | 377 |
|
|
2021
Q3 | $13K | Hold |
62
| – | – | ﹤0.01% | 388 |
|
|
2021
Q2 | $14K | Hold |
62
| – | – | ﹤0.01% | 388 |
|
|
2021
Q1 | $13K | Hold |
62
| – | – | ﹤0.01% | 414 |
|
|
2020
Q4 | $12K | Hold |
62
| – | – | ﹤0.01% | 435 |
|
|
2020
Q3 | $11K | Hold |
62
| – | – | ﹤0.01% | 436 |
|
|
2020
Q2 | $10K | Sell |
62
-198
| -76% | -$31.9K | ﹤0.01% | 394 |
|
|
2020
Q1 | $36K | Hold |
260
| – | – | 0.01% | 342 |
|
|
2019
Q4 | $45K | Hold |
260
| – | – | 0.01% | 410 |
|
|
2019
Q3 | $43K | Hold |
260
| – | – | 0.01% | 402 |
|
|
2019
Q2 | $45K | Hold |
260
| – | – | 0.01% | 406 |
|
|
2019
Q1 | $39K | Hold |
260
| – | – | 0.01% | 404 |
|
|
2018
Q4 | $33K | Buy |
+260
| New | +$33K | 0.01% | 411 |
|