Oarsman Capital’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 |
-895
| Closed | -$187K | – | 525 |
|
|
2024
Q4 | $187K | Sell |
895
-34
| -4% | -$7.12K | 0.03% | 240 |
|
|
2024
Q3 | $199K | Sell |
929
-981
| -51% | -$210K | 0.04% | 235 |
|
|
2024
Q2 | $384K | Sell |
1,910
-35
| -2% | -$7.04K | 0.08% | 146 |
|
|
2024
Q1 | $475K | Buy |
1,945
+33
| +2% | +$8.05K | 0.11% | 129 |
|
|
2023
Q4 | $415K | Buy |
1,912
+445
| +30% | +$96.6K | 0.11% | 140 |
|
|
2023
Q3 | $305K | Buy |
1,467
+376
| +34% | +$78.2K | 0.13% | 134 |
|
|
2023
Q2 | $235K | Sell |
1,091
-41
| -4% | -$8.83K | 0.1% | 155 |
|
|
2023
Q1 | $262K | Buy |
+1,132
| New | +$262K | 0.12% | 146 |
|