Lombard Odier Asset Management (Switzerland)’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 |
-3,889
| Closed | -$949K | – | 277 |
|
|
2024
Q1 | $949K | Buy |
+3,889
| New | +$949K | 0.07% | 232 |
|
|
2019
Q4 | – | Sell |
-1,615
| Closed | -$265K | – | 378 |
|
|
2019
Q3 | $265K | Buy |
1,615
+290
| +22% | +$47.6K | 0.03% | 309 |
|
|
2019
Q2 | $228K | Hold |
1,325
| – | – | 0.02% | 311 |
|
|
2019
Q1 | $201K | Buy |
+1,325
| New | +$201K | 0.02% | 350 |
|
|
2018
Q4 | – | Sell |
-1,325
| Closed | -$200K | – | 352 |
|
|
2018
Q3 | $200K | Buy |
+1,325
| New | +$200K | 0.02% | 322 |
|