Jupiter Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,400
| Closed | -$627K | – | 408 |
|
|
2018
Q1 | $627K | Buy |
4,400
+2,200
| +100% | +$314K | 0.01% | 308 |
|
|
2017
Q4 | $290K | Buy |
+2,200
| New | +$290K | ﹤0.01% | 307 |
|
|
2017
Q1 | – | Sell |
-700
| Closed | -$63K | – | 436 |
|
|
2016
Q4 | $63K | Buy |
+700
| New | +$63K | ﹤0.01% | 330 |
|
|
2015
Q2 | – | Sell |
-20,600
| Closed | -$1.56M | – | 317 |
|
|
2015
Q1 | $1.56M | Buy |
+20,600
| New | +$1.56M | 0.05% | 201 |
|
|
2014
Q4 | – | Sell |
-16,200
| Closed | -$1.17M | – | 368 |
|
|
2014
Q3 | $1.17M | Buy |
+16,200
| New | +$1.17M | 0.06% | 218 |
|
|
2014
Q1 | – | Sell |
-7,200
| Closed | -$531K | – | 378 |
|
|
2013
Q4 | $531K | Buy |
+7,200
| New | +$531K | 0.04% | 265 |
|