Harvey Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-900
| Closed | -$220K | – | 79 |
|
|
2024
Q1 | $220K | Buy |
+900
| New | +$220K | 0.06% | 74 |
|
|
2023
Q2 | – | Sell |
-950
| Closed | -$219K | – | 81 |
|
|
2023
Q1 | $219K | Hold |
950
| – | – | 0.09% | 76 |
|
|
2022
Q4 | $217K | Buy |
+950
| New | +$217K | 0.09% | 76 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$236K | – | 81 |
|
|
2021
Q4 | $236K | Sell |
1,000
-125
| -11% | -$29.5K | 0.07% | 71 |
|
|
2021
Q3 | $232K | Hold |
1,125
| – | – | 0.08% | 75 |
|
|
2021
Q2 | $247K | Hold |
1,125
| – | – | 0.08% | 75 |
|
|
2021
Q1 | $235K | Hold |
1,125
| – | – | 0.09% | 78 |
|
|
2020
Q4 | $224K | Hold |
1,125
| – | – | 0.09% | 71 |
|
|
2020
Q3 | $205K | Buy |
+1,125
| New | +$205K | 0.09% | 71 |
|