IEQ Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,509
| Closed | -$324K | – | 1383 |
|
|
2024
Q3 | $324K | Sell |
1,509
-17
| -1% | -$3.65K | ﹤0.01% | 898 |
|
|
2024
Q2 | $307K | Buy |
1,526
+53
| +4% | +$10.7K | ﹤0.01% | 794 |
|
|
2024
Q1 | $359K | Buy |
1,473
+47
| +3% | +$11.5K | 0.01% | 725 |
|
|
2023
Q4 | $310K | Buy |
1,426
+266
| +23% | +$57.7K | 0.01% | 721 |
|
|
2023
Q3 | $241K | Buy |
1,160
+148
| +15% | +$30.8K | ﹤0.01% | 785 |
|
|
2023
Q2 | $218K | Sell |
1,012
-296
| -23% | -$63.7K | ﹤0.01% | 785 |
|
|
2023
Q1 | $302K | Sell |
1,308
-120
| -8% | -$27.7K | 0.01% | 715 |
|
|
2022
Q4 | $326K | Buy |
1,428
+32
| +2% | +$7.31K | 0.01% | 605 |
|
|
2022
Q3 | $279K | Buy |
+1,396
| New | +$279K | 0.01% | 683 |
|