New England Research & Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,375	Closed	-$743K	–	186
2021 Q2	$743K	Sell	3,375 -25	-0.7%	-$5.5K	0.38%	94
2021 Q1	$712K	Hold	3,400	–	–	0.39%	83
2020 Q4	$677K	Buy	+3,400	New	+$677K	0.42%	82