iSAM Funds (UK)’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.65M | Buy |
15,098
+10,041
| +199% | +$1.76M | 0.58% | 30 |
|
2025
Q1 | $915K | Buy |
+5,057
| New | +$915K | 0.45% | 63 |
|
2024
Q3 | – | Sell |
-9,918
| Closed | -$2M | – | 347 |
|
2024
Q2 | $2M | Buy |
9,918
+6,784
| +216% | +$1.36M | 1.5% | 1 |
|
2024
Q1 | $765K | Buy |
+3,134
| New | +$765K | 0.44% | 81 |
|