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Permanens Capital’s IDEX IEX Stock Holding History

Permanens Capital’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,650
Closed -$764K – 120
2021
Q1 		$764K Buy
3,650
+600
+20% +$119K 0.16% 39
2020
Q4 		$608K Buy
3,050
+1,400
+85% +$266K 0.13% 42
2020
Q3 		$301K Buy
1,650
+175
+12% +$30.3K 0.1% 35
2020
Q2 		$233K Hold
1,475
– – 0.09% 19
2020
Q1 		$204K Buy
1,475
+175
+13% +$27.5K 0.06% 29
2019
Q4 		$224K Buy
+1,300
New +$210K 0.06% 36

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State Street
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Brown Advisory
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Invesco
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ACM
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