GAM
Guinness Asset Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
2,246
+167
| +8% | +$29.3K | 0.01% | 96 |
|
|
2025
Q1 | $376K | Sell |
2,079
-329
| -14% | -$59.5K | 0.01% | 90 |
|
|
2024
Q4 | $504K | Buy |
2,408
+93
| +4% | +$19.5K | 0.01% | 96 |
|
|
2024
Q3 | $497K | Buy |
2,315
+145
| +7% | +$31.1K | 0.01% | 88 |
|
|
2024
Q2 | $436K | Buy |
2,170
+68
| +3% | +$13.7K | 0.01% | 92 |
|
|
2024
Q1 | $513K | Hold |
2,102
| – | – | 0.01% | 91 |
|
|
2023
Q4 | $456K | Sell |
2,102
-258
| -11% | -$56K | 0.01% | 94 |
|
|
2023
Q3 | $491K | Buy |
2,360
+65
| +3% | +$13.5K | 0.01% | 87 |
|
|
2023
Q2 | $494K | Hold |
2,295
| – | – | 0.01% | 92 |
|
|
2023
Q1 | $530K | Sell |
2,295
-81
| -3% | -$18.7K | 0.01% | 91 |
|
|
2022
Q4 | $543K | Sell |
2,376
-256
| -10% | -$58.5K | 0.02% | 82 |
|
|
2022
Q3 | $526K | Hold |
2,632
| – | – | 0.02% | 80 |
|
|
2022
Q2 | $478K | Sell |
2,632
-427
| -14% | -$77.5K | 0.02% | 84 |
|
|
2022
Q1 | $587K | Hold |
3,059
| – | – | 0.02% | 93 |
|
|
2021
Q4 | $723K | Buy |
3,059
+821
| +37% | +$194K | 0.03% | 88 |
|
|
2021
Q3 | $463K | Buy |
2,238
+383
| +21% | +$79.2K | 0.02% | 91 |
|
|
2021
Q2 | $408K | Buy |
1,855
+396
| +27% | +$87.1K | 0.02% | 81 |
|
|
2021
Q1 | $305K | Buy |
1,459
+1,371
| +1,558% | +$287K | 0.02% | 70 |
|
|
2020
Q4 | $18K | Buy |
+88
| New | +$18K | ﹤0.01% | 88 |
|