NEI
Northwest & Ethical Investments’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Sell |
113,506
-2,248
| -2% | -$395K | 0.49% | 65 |
|
|
2025
Q1 | $20.9M | Buy |
115,754
+19,606
| +20% | +$3.55M | 0.57% | 56 |
|
|
2024
Q4 | $20.1M | Sell |
96,148
-12,759
| -12% | -$2.67M | 0.55% | 56 |
|
|
2024
Q3 | $23.4M | Sell |
108,907
-14,736
| -12% | -$3.16M | 0.62% | 47 |
|
|
2024
Q2 | $24.9M | Sell |
123,643
-5,331
| -4% | -$1.07M | 0.71% | 35 |
|
|
2024
Q1 | $31.5M | Sell |
128,974
-718
| -0.6% | -$175K | 0.91% | 25 |
|
|
2023
Q4 | $28.2M | Buy |
129,692
+10,553
| +9% | +$2.29M | 0.87% | 26 |
|
|
2023
Q3 | $24.8M | Sell |
119,139
-4,128
| -3% | -$859K | 0.83% | 25 |
|
|
2023
Q2 | $26.5M | Buy |
123,267
+9,859
| +9% | +$2.12M | 0.85% | 26 |
|
|
2023
Q1 | $26.2M | Hold |
113,408
| – | – | 0.87% | 23 |
|
|
2022
Q4 | $25.9M | Buy |
113,408
+795
| +0.7% | +$182K | 0.89% | 25 |
|
|
2022
Q3 | $22.5M | Sell |
112,613
-28,206
| -20% | -$5.64M | 0.9% | 22 |
|
|
2022
Q2 | $25.6M | Sell |
140,819
-1,525
| -1% | -$277K | 0.96% | 25 |
|
|
2022
Q1 | $27.3M | Sell |
142,344
-6,595
| -4% | -$1.26M | 0.87% | 27 |
|
|
2021
Q4 | $35.2M | Buy |
148,939
+14,603
| +11% | +$3.45M | 1.04% | 19 |
|
|
2021
Q3 | $27.8M | Buy |
134,336
+3,010
| +2% | +$623K | 0.91% | 28 |
|
|
2021
Q2 | $28.9M | Buy |
131,326
+23,647
| +22% | +$5.2M | 0.94% | 24 |
|
|
2021
Q1 | $22.5M | Buy |
107,679
+4,869
| +5% | +$1.02M | 0.79% | 30 |
|
|
2020
Q4 | $20.5M | Buy |
102,810
+10,328
| +11% | +$2.06M | 0.78% | 32 |
|
|
2020
Q3 | $16.9M | Buy |
92,482
+9,570
| +12% | +$1.75M | 0.74% | 32 |
|
|
2020
Q2 | $13.1M | Buy |
82,912
+10,100
| +14% | +$1.6M | 0.62% | 39 |
|
|
2020
Q1 | $10.1M | Buy |
72,812
+16,830
| +30% | +$2.32M | 0.59% | 41 |
|
|
2019
Q4 | $9.63M | Buy |
55,982
+8,061
| +17% | +$1.39M | 0.43% | 65 |
|
|
2019
Q3 | $7.85M | Hold |
47,921
| – | – | 0.38% | 86 |
|
|
2019
Q2 | $8.25M | Hold |
47,921
| – | – | 0.41% | 69 |
|
|
2019
Q1 | $7.27M | Hold |
47,921
| – | – | 0.38% | 73 |
|
|
2018
Q4 | $6.05M | Buy |
47,921
+3,981
| +9% | +$503K | 0.36% | 79 |
|
|
2018
Q3 | $6.62M | Hold |
43,940
| – | – | 0.42% | 65 |
|
|
2018
Q2 | $6M | Buy |
43,940
+3,506
| +9% | +$479K | 0.4% | 60 |
|
|
2018
Q1 | $5.76M | Buy |
40,434
+10,145
| +33% | +$1.45M | 0.39% | 73 |
|
|
2017
Q4 | $4M | Buy |
30,289
+8,599
| +40% | +$1.13M | 0.26% | 118 |
|
|
2017
Q3 | $2.63M | Buy |
21,690
+4,679
| +28% | +$568K | 0.16% | 163 |
|
|
2017
Q2 | $1.92M | Sell |
17,011
-10,055
| -37% | -$1.14M | 0.13% | 202 |
|
|
2017
Q1 | $2.53M | Sell |
27,066
-36,000
| -57% | -$3.37M | 0.17% | 157 |
|
|
2016
Q4 | $5.68M | Sell |
63,066
-150
| -0.2% | -$13.5K | 0.39% | 59 |
|
|
2016
Q3 | $5.92M | Sell |
63,216
-50,100
| -44% | -$4.69M | 0.42% | 55 |
|
|
2016
Q2 | $9.3M | Buy |
113,316
+59,200
| +109% | +$4.86M | 0.7% | 33 |
|
|
2016
Q1 | $4.49M | Buy |
+54,116
| New | +$4.49M | 0.3% | 90 |
|