IndexIQ Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $70K | Sell |
365
-6
| -2% | -$1.22K | ﹤0.01% | 1117 |
|
|
2021
Q4 | $88K | Buy |
371
+93
| +33% | +$21.1K | ﹤0.01% | 1089 |
|
|
2021
Q3 | $58K | Sell |
278
-460
| -62% | -$102K | ﹤0.01% | 1096 |
|
|
2021
Q2 | $162K | Sell |
738
-38
| -5% | -$8.4K | 0.01% | 1054 |
|
|
2021
Q1 | $162K | Buy |
776
+46
| +6% | +$9.12K | 0.01% | 1038 |
|
|
2020
Q4 | $145K | Sell |
730
-361
| -33% | -$68.6K | 0.01% | 982 |
|
|
2020
Q3 | $199K | Buy |
1,091
+433
| +66% | +$75K | 0.01% | 651 |
|
|
2020
Q2 | $104K | Sell |
658
-162
| -20% | -$24.8K | ﹤0.01% | 839 |
|
|
2020
Q1 | $113K | Sell |
820
-1,780
| -68% | -$279K | 0.01% | 723 |
|
|
2019
Q4 | $447K | Sell |
2,600
-2,544
| -49% | -$412K | 0.02% | 443 |
|
|
2019
Q3 | $843K | Sell |
5,144
-83
| -2% | -$13.8K | 0.03% | 409 |
|
|
2019
Q2 | $900K | Sell |
5,227
-2,648
| -34% | -$416K | 0.03% | 428 |
|
|
2019
Q1 | $1.2M | Sell |
7,875
-641
| -8% | -$90.6K | 0.03% | 401 |
|
|
2018
Q4 | $1.07M | Sell |
8,516
-1,876
| -18% | -$251K | 0.03% | 407 |
|
|
2018
Q3 | $1.57M | Sell |
10,392
-21,657
| -68% | -$3.23M | 0.05% | 396 |
|
|
2018
Q2 | $4.37M | Sell |
32,049
-20,176
| -39% | -$2.82M | 0.13% | 151 |
|
|
2018
Q1 | $7.44M | Buy |
52,225
+20,891
| +67% | +$2.92M | 0.24% | 67 |
|
|
2017
Q4 | $4.13M | Sell |
31,334
-12,582
| -29% | -$1.62M | 0.15% | 77 |
|
|
2017
Q3 | $5.33M | Buy |
43,916
+36,596
| +500% | +$4.27M | 0.23% | 57 |
|
|
2017
Q2 | $827K | Buy |
7,320
+3,458
| +90% | +$363K | 0.04% | 180 |
|
|
2017
Q1 | $361K | Sell |
3,862
-19,246
| -83% | -$1.77M | 0.02% | 219 |
|
|
2016
Q4 | $2.08M | Buy |
23,108
+1,489
| +7% | +$135K | 0.1% | 102 |
|
|
2016
Q3 | $2.02M | Buy |
21,619
+8,610
| +66% | +$777K | 0.1% | 91 |
|
|
2016
Q2 | $1.07M | Buy |
13,009
+3,655
| +39% | +$304K | 0.06% | 121 |
|
|
2016
Q1 | $775K | Buy |
9,354
+7,121
| +319% | +$534K | 0.05% | 122 |
|
|
2015
Q4 | $171K | Sell |
2,233
-3,588
| -62% | -$275K | 0.01% | 186 |
|
|
2015
Q3 | $415K | Sell |
5,821
-2,624
| -31% | -$193K | 0.03% | 151 |
|
|
2015
Q2 | $664K | Buy |
8,445
+3,596
| +74% | +$278K | 0.04% | 132 |
|
|
2015
Q1 | $368K | Sell |
4,849
-1,243
| -20% | -$93.6K | 0.02% | 154 |
|
|
2014
Q4 | $474K | Buy |
6,092
+4,294
| +239% | +$320K | 0.03% | 145 |
|
|
2014
Q3 | $130K | Sell |
1,798
-11,497
| -86% | -$887K | 0.01% | 187 |
|
|
2014
Q2 | $1.07M | Buy |
13,295
+5,654
| +74% | +$428K | 0.09% | 92 |
|
|
2014
Q1 | $557K | Buy |
7,641
+2,328
| +44% | +$169K | 0.05% | 118 |
|
|
2013
Q4 | $392K | Buy |
5,313
+1,466
| +38% | +$102K | 0.04% | 111 |
|
|
2013
Q3 | $251K | Buy |
3,847
+1,768
| +85% | +$107K | 0.03% | 137 |
|
|
2013
Q2 | $112K | Buy |
+2,079
| New | +$111K | 0.01% | 179 |
|
Other funds holding IEX
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PAMS