Manchester Capital 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 | $4.92K | Sell |
28
-204
| -88% | -$35.8K | ﹤0.01% | 906 |
|
2025
Q1 | $42K | Sell |
232
-8
| -3% | -$1.45K | 0.01% | 580 |
|
2024
Q4 | $50.2K | Hold |
240
| – | – | 0.01% | 533 |
|
2024
Q3 | $51.5K | Sell |
240
-3
| -1% | -$644 | 0.01% | 534 |
|
2024
Q2 | $48.9K | Buy |
243
+213
| +710% | +$42.9K | 0.01% | 505 |
|
2024
Q1 | $7.32K | Sell |
30
-1
| -3% | -$244 | ﹤0.01% | 677 |
|
2023
Q4 | $6.73K | Buy |
31
+26
| +520% | +$5.65K | ﹤0.01% | 658 |
|
2023
Q3 | $1.04K | Buy |
5
+1
| +25% | +$208 | ﹤0.01% | 835 |
|
2023
Q2 | $862 | Sell |
4
-1
| -20% | -$216 | ﹤0.01% | 823 |
|
2023
Q1 | $1.16K | Sell |
5
-5
| -50% | -$1.16K | ﹤0.01% | 895 |
|
2022
Q4 | $2.28K | Buy |
10
+5
| +100% | +$1.14K | ﹤0.01% | 682 |
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 772 |
|
2022
Q2 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 826 |
|
2022
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 940 |
|
2021
Q1 | – | Sell |
-3
| Closed | -$1K | – | 707 |
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 656 |
|
2020
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 501 |
|