Meritage Portfolio Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.95M | Sell |
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|
2023
Q2 | $7.27M | Sell |
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|
2023
Q1 | $8.17M | Sell |
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|
2022
Q4 | $8.33M | Sell |
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|
2022
Q3 | $7.62M | Sell |
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|
2022
Q2 | $7.02M | Sell |
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|
2022
Q1 | $7.78M | Sell |
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|
2021
Q4 | $9.82M | Sell |
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|
2021
Q3 | $8.68M | Buy |
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|
2021
Q2 | $9.19M | Sell |
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|
2021
Q1 | $8.82M | Sell |
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|
2020
Q4 | $8.72M | Buy |
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|
2020
Q3 | $7.92M | Sell |
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|
2020
Q2 | $6.88M | Buy |
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|
2020
Q1 | $5.63M | Sell |
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|
2019
Q4 | $7.54M | Buy |
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|
2019
Q3 | $7.17M | Buy |
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|
2019
Q2 | $7.22M | Buy |
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|
2019
Q1 | $6.26M | Buy |
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