FORA Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-5,175
| Closed | -$842K | – | 539 |
|
|
2025
Q3 | $842K | Sell |
5,175
-8,625
| -63% | -$1.46M | 0.15% | 193 |
|
|
2025
Q2 | $2.42M | Buy |
13,800
+2,376
| +21% | +$421K | 0.27% | 94 |
|
|
2025
Q1 | $2.07M | Buy |
+11,424
| New | +$2.27M | 0.21% | 152 |
|
|
2024
Q4 | – | Sell |
-3,453
| Closed | -$741K | – | 483 |
|
|
2024
Q3 | $741K | Sell |
3,453
-6,384
| -65% | -$1.29M | 0.09% | 236 |
|
|
2024
Q2 | $1.98M | Buy |
+9,837
| New | +$2.15M | 0.24% | 136 |
|
|
2024
Q1 | – | Sell |
-13,724
| Closed | -$2.98M | – | 489 |
|
|
2023
Q4 | $2.98M | Buy |
+13,724
| New | +$2.77M | 0.26% | 114 |
|
|
2023
Q3 | – | Sell |
-11,614
| Closed | -$2.5M | – | 520 |
|
|
2023
Q2 | $2.5M | Buy |
+11,614
| New | +$2.44M | 0.35% | 85 |
|
|
2023
Q1 | – | Sell |
-1,276
| Closed | -$291K | – | 602 |
|
|
2022
Q4 | $291K | Sell |
1,276
-2,806
| -69% | -$627K | 0.05% | 366 |
|
|
2022
Q3 | $816K | Buy |
4,082
+1,264
| +45% | +$256K | 0.16% | 186 |
|
|
2022
Q2 | $512K | Sell |
2,818
-4,343
| -61% | -$818K | 0.1% | 246 |
|
|
2022
Q1 | $1.4M | Buy |
7,161
+5,807
| +429% | +$1.18M | 0.25% | 120 |
|
|
2021
Q4 | $320K | Buy |
+1,354
| New | +$308K | 0.12% | 215 |
|
|
2021
Q3 | – | Sell |
-612
| Closed | -$135K | – | 591 |
|
|
2021
Q2 | $135K | Sell |
612
-2,208
| -78% | -$488K | 0.03% | 523 |
|
|
2021
Q1 | $590K | Buy |
+2,820
| New | +$559K | 0.19% | 128 |
|
|
2020
Q4 | – | Sell |
-752
| Closed | -$137K | – | 1020 |
|
|
2020
Q3 | $137K | Buy |
+752
| New | +$130K | 0.09% | 237 |
|
|
2020
Q1 | – | Sell |
-413
| Closed | -$71K | – | 1168 |
|
|
2019
Q4 | $71K | Buy |
+413
| New | +$66.8K | 0.01% | 827 |
|
Other funds holding IEX
