Mackenzie Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
2,524
-5,219
| -67% | -$916K | ﹤0.01% | 1269 |
|
|
2025
Q1 | $1.4M | Buy |
7,743
+767
| +11% | +$139K | ﹤0.01% | 886 |
|
|
2024
Q4 | $1.46M | Buy |
6,976
+677
| +11% | +$142K | ﹤0.01% | 854 |
|
|
2024
Q3 | $1.35M | Sell |
6,299
-104
| -2% | -$22.3K | ﹤0.01% | 802 |
|
|
2024
Q2 | $1.29M | Sell |
6,403
-364
| -5% | -$73.2K | ﹤0.01% | 812 |
|
|
2024
Q1 | $1.65M | Buy |
6,767
+260
| +4% | +$63.4K | ﹤0.01% | 783 |
|
|
2023
Q4 | $1.41M | Sell |
6,507
-160
| -2% | -$34.7K | ﹤0.01% | 794 |
|
|
2023
Q3 | $1.38M | Buy |
6,667
+290
| +5% | +$60K | ﹤0.01% | 780 |
|
|
2023
Q2 | $1.36M | Sell |
6,377
-219
| -3% | -$46.6K | ﹤0.01% | 795 |
|
|
2023
Q1 | $1.52M | Buy |
6,596
+61
| +0.9% | +$14.1K | ﹤0.01% | 783 |
|
|
2022
Q4 | $1.49M | Buy |
6,535
+675
| +12% | +$154K | ﹤0.01% | 723 |
|
|
2022
Q3 | $1.17M | Buy |
5,860
+120
| +2% | +$24K | ﹤0.01% | 793 |
|
|
2022
Q2 | $1.04M | Buy |
5,740
+282
| +5% | +$51.2K | ﹤0.01% | 832 |
|
|
2022
Q1 | $1.05M | Buy |
5,458
+477
| +10% | +$91.4K | ﹤0.01% | 886 |
|
|
2021
Q4 | $1.18M | Sell |
4,981
-140
| -3% | -$33.1K | ﹤0.01% | 876 |
|
|
2021
Q3 | $1.06M | Sell |
5,121
-30
| -0.6% | -$6.21K | ﹤0.01% | 904 |
|
|
2021
Q2 | $1.13M | Buy |
5,151
+2,088
| +68% | +$459K | ﹤0.01% | 836 |
|
|
2021
Q1 | $641K | Buy |
3,063
+1,244
| +68% | +$260K | ﹤0.01% | 880 |
|
|
2020
Q4 | $362K | Buy |
1,819
+111
| +6% | +$22.1K | ﹤0.01% | 912 |
|
|
2020
Q3 | $312K | Buy |
1,708
+211
| +14% | +$38.5K | ﹤0.01% | 870 |
|
|
2020
Q2 | $237K | Buy |
1,497
+36
| +2% | +$5.7K | ﹤0.01% | 911 |
|
|
2020
Q1 | $202K | Buy |
1,461
+233
| +19% | +$32.2K | ﹤0.01% | 977 |
|
|
2019
Q4 | $211K | Buy |
+1,228
| New | +$211K | ﹤0.01% | 1030 |
|
|
2018
Q3 | – | Sell |
-4,923
| Closed | -$672K | – | 1125 |
|
|
2018
Q2 | $672K | Sell |
4,923
-288
| -6% | -$39.3K | ﹤0.01% | 734 |
|
|
2018
Q1 | $743K | Buy |
+5,211
| New | +$743K | ﹤0.01% | 671 |
|