MV 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 | $1.58K | Buy |
9
+4
| +80% | +$703 | ﹤0.01% | 730 |
|
|
2025
Q1 | $905 | Sell |
5
-9
| -64% | -$1.63K | ﹤0.01% | 759 |
|
|
2024
Q4 | $2.93K | Hold |
14
| – | – | ﹤0.01% | 661 |
|
|
2024
Q3 | $3K | Sell |
14
-2
| -13% | -$429 | ﹤0.01% | 668 |
|
|
2024
Q2 | $3.22K | Buy |
16
+4
| +33% | +$805 | ﹤0.01% | 630 |
|
|
2024
Q1 | $2.93K | Buy |
12
+4
| +50% | +$976 | ﹤0.01% | 641 |
|
|
2023
Q4 | $1.74K | Sell |
8
-11
| -58% | -$2.39K | ﹤0.01% | 648 |
|
|
2023
Q3 | $3.95K | Buy |
19
+1
| +6% | +$208 | ﹤0.01% | 609 |
|
|
2023
Q2 | $3.88K | Buy |
18
+9
| +100% | +$1.94K | ﹤0.01% | 609 |
|
|
2023
Q1 | $2.08K | Buy |
9
+5
| +125% | +$1.16K | ﹤0.01% | 639 |
|
|
2022
Q4 | $913 | Hold |
4
| – | – | ﹤0.01% | 646 |
|
|
2022
Q3 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 653 |
|
|
2022
Q2 | $1K | Sell |
3
-6
| -67% | -$2K | ﹤0.01% | 652 |
|
|
2022
Q1 | $2K | Sell |
9
-4
| -31% | -$889 | ﹤0.01% | 650 |
|
|
2021
Q4 | $3K | Buy |
13
+6
| +86% | +$1.39K | ﹤0.01% | 638 |
|
|
2021
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 696 |
|