Guinness Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $497K | Buy |
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|
2024
Q2 | $436K | Buy |
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|
2024
Q1 | $513K | Hold |
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|
2023
Q4 | $456K | Sell |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $494K | Hold |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $543K | Sell |
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|
2022
Q3 | $526K | Hold |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $587K | Hold |
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|
2021
Q4 | $723K | Buy |
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|
2021
Q3 | $463K | Buy |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $305K | Buy |
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|
2020
Q4 | $18K | Buy |
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