Mission Creek Capital Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,072
| Closed | -$434K | – | 209 |
|
2024
Q4 | $434K | Sell |
2,072
-354
| -15% | -$74.1K | 0.09% | 162 |
|
2024
Q3 | $520K | Sell |
2,426
-326
| -12% | -$69.9K | 0.12% | 152 |
|
2024
Q2 | $554K | Sell |
2,752
-3,060
| -53% | -$616K | 0.14% | 133 |
|
2024
Q1 | $1.42M | Sell |
5,812
-1,269
| -18% | -$310K | 0.37% | 79 |
|
2023
Q4 | $1.54M | Buy |
7,081
+686
| +11% | +$149K | 0.4% | 69 |
|
2023
Q3 | $1.33M | Buy |
6,395
+66
| +1% | +$13.7K | 0.45% | 74 |
|
2023
Q2 | $1.36M | Buy |
6,329
+474
| +8% | +$102K | 0.44% | 77 |
|
2023
Q1 | $1.35M | Buy |
5,855
+868
| +17% | +$201K | 0.46% | 79 |
|
2022
Q4 | $1.14M | Sell |
4,987
-238
| -5% | -$54.3K | 0.41% | 85 |
|
2022
Q3 | $1.04M | Buy |
5,225
+184
| +4% | +$36.8K | 0.39% | 89 |
|
2022
Q2 | $916K | Buy |
5,041
+124
| +3% | +$22.5K | 0.31% | 104 |
|
2022
Q1 | $943K | Buy |
4,917
+68
| +1% | +$13K | 0.25% | 118 |
|
2021
Q4 | $1.15M | Buy |
4,849
+385
| +9% | +$91K | 0.23% | 119 |
|
2021
Q3 | $924K | Buy |
4,464
+315
| +8% | +$65.2K | 0.17% | 133 |
|
2021
Q2 | $913K | Buy |
4,149
+308
| +8% | +$67.8K | 0.15% | 119 |
|
2021
Q1 | $804K | Sell |
3,841
-40
| -1% | -$8.37K | 0.12% | 120 |
|
2020
Q4 | $773K | Buy |
3,881
+990
| +34% | +$197K | 0.24% | 115 |
|
2020
Q3 | $527K | Buy |
2,891
+35
| +1% | +$6.38K | 0.21% | 125 |
|
2020
Q2 | $451K | Buy |
2,856
+1
| +0% | +$158 | 0.24% | 101 |
|
2020
Q1 | $394K | Sell |
2,855
-200
| -7% | -$27.6K | 0.21% | 102 |
|
2019
Q4 | $525K | Buy |
+3,055
| New | +$525K | 0.24% | 108 |
|