Loomis, Sayles & Company’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2K | Buy |
+189
| New | +$33.2K | ﹤0.01% | 656 |
|
|
2024
Q1 | – | Sell |
-106
| Closed | -$23K | – | 829 |
|
|
2023
Q4 | $23K | Buy |
+106
| New | +$23K | ﹤0.01% | 674 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$5K | – | 996 |
|
|
2022
Q2 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 722 |
|
|
2021
Q4 | – | Sell |
-57
| Closed | -$12K | – | 834 |
|
|
2021
Q3 | $12K | Buy |
+57
| New | +$12K | ﹤0.01% | 767 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | -$1K | – | 860 |
|
|
2020
Q4 | $1K | Sell |
7
-46,013
| -100% | -$6.57M | ﹤0.01% | 789 |
|
|
2020
Q3 | $8.39M | Buy |
46,020
+3,429
| +8% | +$625K | 0.01% | 352 |
|
|
2020
Q2 | $6.73M | Buy |
+42,591
| New | +$6.73M | 0.01% | 375 |
|