Longfellow Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05K | Hold |
6
| – | – | ﹤0.01% | 247 |
|
|
2025
Q1 | $1.09K | Hold |
6
| – | – | ﹤0.01% | 248 |
|
|
2024
Q4 | $1.26K | Hold |
6
| – | – | ﹤0.01% | 248 |
|
|
2024
Q3 | $1.29K | Hold |
6
| – | – | ﹤0.01% | 234 |
|
|
2024
Q2 | $1.21K | Hold |
6
| – | – | ﹤0.01% | 229 |
|
|
2024
Q1 | $1.46K | Hold |
6
| – | – | ﹤0.01% | 237 |
|
|
2023
Q4 | $1.3K | Hold |
6
| – | – | ﹤0.01% | 217 |
|
|
2023
Q3 | $1.25K | Hold |
6
| – | – | ﹤0.01% | 208 |
|
|
2023
Q2 | $1.29K | Hold |
6
| – | – | ﹤0.01% | 239 |
|
|
2023
Q1 | $1.39K | Hold |
6
| – | – | ﹤0.01% | 233 |
|
|
2022
Q4 | $1.37K | Buy |
6
+3
| +100% | +$685 | ﹤0.01% | 237 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 311 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 371 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 373 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 399 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 416 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 473 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 490 |
|