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