NEOS Investment Management’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 |
-965
| Closed | -$202K | – | 610 |
|
|
2024
Q4 | $202K | Sell |
965
-7
| -0.7% | -$1.47K | ﹤0.01% | 583 |
|
|
2024
Q3 | $208K | Buy |
+972
| New | +$208K | 0.01% | 574 |
|
|
2024
Q2 | – | Sell |
-972
| Closed | -$237K | – | 572 |
|
|
2024
Q1 | $237K | Sell |
972
-17
| -2% | -$4.15K | 0.01% | 531 |
|
|
2023
Q4 | $215K | Buy |
+989
| New | +$215K | 0.02% | 484 |
|