Panagora Asset 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 | $387K | Sell |
2,203
-2,059
| -48% | -$361K | ﹤0.01% | 867 |
|
|
2025
Q1 | $771K | Sell |
4,262
-3,837
| -47% | -$694K | ﹤0.01% | 714 |
|
|
2024
Q4 | $1.7M | Sell |
8,099
-10,443
| -56% | -$2.19M | 0.01% | 550 |
|
|
2024
Q3 | $3.98M | Sell |
18,542
-218
| -1% | -$46.8K | 0.02% | 386 |
|
|
2024
Q2 | $3.77M | Buy |
18,760
+868
| +5% | +$175K | 0.02% | 372 |
|
|
2024
Q1 | $4.37M | Buy |
17,892
+4,547
| +34% | +$1.11M | 0.02% | 368 |
|
|
2023
Q4 | $2.9M | Sell |
13,345
-622
| -4% | -$135K | 0.02% | 457 |
|
|
2023
Q3 | $2.91M | Hold |
13,967
| – | – | 0.02% | 427 |
|
|
2023
Q2 | $3.01M | Sell |
13,967
-341
| -2% | -$73.4K | 0.02% | 435 |
|
|
2023
Q1 | $3.31M | Sell |
14,308
-1,008
| -7% | -$233K | 0.02% | 449 |
|
|
2022
Q4 | $3.5M | Sell |
15,316
-1,599
| -9% | -$365K | 0.02% | 462 |
|
|
2022
Q3 | $3.38M | Buy |
16,915
+849
| +5% | +$170K | 0.02% | 456 |
|
|
2022
Q2 | $2.92M | Buy |
16,066
+72
| +0.5% | +$13.1K | 0.02% | 525 |
|
|
2022
Q1 | $3.07M | Buy |
15,994
+4,800
| +43% | +$920K | 0.02% | 550 |
|
|
2021
Q4 | $2.65M | Sell |
11,194
-1,507
| -12% | -$356K | 0.01% | 558 |
|
|
2021
Q3 | $2.63M | Sell |
12,701
-6
| -0% | -$1.24K | 0.01% | 598 |
|
|
2021
Q2 | $2.8M | Buy |
12,707
+1,400
| +12% | +$308K | 0.02% | 608 |
|
|
2021
Q1 | $2.37M | Sell |
11,307
-1,040
| -8% | -$218K | 0.01% | 688 |
|
|
2020
Q4 | $2.46M | Sell |
12,347
-12,030
| -49% | -$2.4M | 0.01% | 627 |
|
|
2020
Q3 | $4.45M | Sell |
24,377
-45,215
| -65% | -$8.25M | 0.03% | 420 |
|
|
2020
Q2 | $11M | Sell |
69,592
-65,219
| -48% | -$10.3M | 0.07% | 245 |
|
|
2020
Q1 | $18.6M | Sell |
134,811
-61,265
| -31% | -$8.46M | 0.13% | 162 |
|
|
2019
Q4 | $33.7M | Sell |
196,076
-17,235
| -8% | -$2.96M | 0.15% | 145 |
|
|
2019
Q3 | $35M | Sell |
213,311
-40,091
| -16% | -$6.57M | 0.16% | 138 |
|
|
2019
Q2 | $43.6M | Sell |
253,402
-8,611
| -3% | -$1.48M | 0.2% | 122 |
|
|
2019
Q1 | $39.8M | Sell |
262,013
-18,341
| -7% | -$2.78M | 0.18% | 132 |
|
|
2018
Q4 | $35.4M | Sell |
280,354
-71,384
| -20% | -$9.01M | 0.16% | 145 |
|
|
2018
Q3 | $53M | Buy |
351,738
+91,413
| +35% | +$13.8M | 0.2% | 127 |
|
|
2018
Q2 | $35.5M | Sell |
260,325
-9,633
| -4% | -$1.31M | 0.14% | 168 |
|
|
2018
Q1 | $38.5M | Buy |
269,958
+253,698
| +1,560% | +$36.2M | 0.15% | 143 |
|
|
2017
Q4 | $2.15M | Buy |
16,260
+12,273
| +308% | +$1.62M | 0.01% | 851 |
|
|
2017
Q3 | $484K | Buy |
3,987
+941
| +31% | +$114K | ﹤0.01% | 1364 |
|
|
2017
Q2 | $344K | Hold |
3,046
| – | – | ﹤0.01% | 1472 |
|
|
2017
Q1 | $285K | Sell |
3,046
-1,063
| -26% | -$99.5K | ﹤0.01% | 1537 |
|
|
2016
Q4 | $370K | Hold |
4,109
| – | – | ﹤0.01% | 1551 |
|
|
2016
Q3 | $384K | Sell |
4,109
-10,584
| -72% | -$989K | ﹤0.01% | 1541 |
|
|
2016
Q2 | $1.21M | Sell |
14,693
-1,340
| -8% | -$110K | 0.01% | 1050 |
|
|
2016
Q1 | $1.33M | Buy |
16,033
+5,977
| +59% | +$495K | 0.01% | 997 |
|
|
2015
Q4 | $770K | Sell |
10,056
-260
| -3% | -$19.9K | ﹤0.01% | 1162 |
|
|
2015
Q3 | $736K | Sell |
10,316
-42,074
| -80% | -$3M | ﹤0.01% | 1165 |
|
|
2015
Q2 | $4.12M | Sell |
52,390
-18,104
| -26% | -$1.42M | 0.02% | 569 |
|
|
2015
Q1 | $5.35M | Buy |
70,494
+24,351
| +53% | +$1.85M | 0.03% | 477 |
|
|
2014
Q4 | $3.59M | Sell |
46,143
-23,176
| -33% | -$1.8M | 0.02% | 558 |
|
|
2014
Q3 | $5.02M | Sell |
69,319
-65,080
| -48% | -$4.71M | 0.02% | 489 |
|
|
2014
Q2 | $10.9M | Buy |
134,399
+28,937
| +27% | +$2.34M | 0.05% | 328 |
|
|
2014
Q1 | $7.69M | Buy |
105,462
+28,064
| +36% | +$2.05M | 0.04% | 432 |
|
|
2013
Q4 | $5.72M | Buy |
77,398
+7,826
| +11% | +$578K | 0.03% | 496 |
|
|
2013
Q3 | $4.54M | Buy |
69,572
+22,760
| +49% | +$1.49M | 0.02% | 546 |
|
|
2013
Q2 | $2.52M | Buy |
+46,812
| New | +$2.52M | 0.01% | 703 |
|