Occudo Quantitative Strategies’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
+2,646
| New | +$465K | 0.05% | 362 |
|
|
2024
Q3 | – | Sell |
-4,063
| Closed | -$817K | – | 851 |
|
|
2024
Q2 | $817K | Buy |
+4,063
| New | +$817K | 0.15% | 198 |
|
|
2023
Q4 | – | Sell |
-2,400
| Closed | -$499K | – | 967 |
|
|
2023
Q3 | $499K | Sell |
2,400
-7,420
| -76% | -$1.54M | 0.06% | 493 |
|
|
2023
Q2 | $2.11M | Buy |
+9,820
| New | +$2.11M | 0.22% | 130 |
|
|
2022
Q3 | – | Sell |
-8,008
| Closed | -$1.45M | – | 1297 |
|
|
2022
Q2 | $1.45M | Buy |
8,008
+118
| +1% | +$21.4K | 0.12% | 263 |
|
|
2022
Q1 | $1.51M | Buy |
7,890
+2,416
| +44% | +$463K | 0.13% | 255 |
|
|
2021
Q4 | $1.29M | Buy |
5,474
+2,259
| +70% | +$534K | 0.11% | 272 |
|
|
2021
Q3 | $665K | Sell |
3,215
-2,739
| -46% | -$567K | 0.08% | 430 |
|
|
2021
Q2 | $1.31M | Buy |
5,954
+517
| +10% | +$114K | 0.2% | 143 |
|
|
2021
Q1 | $1.14M | Buy |
+5,437
| New | +$1.14M | 0.25% | 102 |
|