Orion Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.5K | Hold |
413
| – | – | 0.03% | 207 |
|
|
2025
Q1 | $74.7K | Hold |
413
| – | – | 0.03% | 205 |
|
|
2024
Q4 | $86.4K | Buy |
+413
| New | +$86.4K | 0.04% | 184 |
|
|
2024
Q3 | – | Sell |
-413
| Closed | -$83.1K | – | 265 |
|
|
2024
Q2 | $83.1K | Hold |
413
| – | – | 0.04% | 172 |
|
|
2024
Q1 | $101K | Hold |
413
| – | – | 0.05% | 163 |
|
|
2023
Q4 | $89.7K | Hold |
413
| – | – | 0.05% | 175 |
|
|
2023
Q3 | $85.9K | Buy |
+413
| New | +$85.9K | 0.06% | 173 |
|
|
2023
Q2 | – | Sell |
-413
| Closed | -$95.4K | – | 269 |
|
|
2023
Q1 | $95.4K | Buy |
+413
| New | +$95.4K | 0.06% | 162 |
|