Permanens Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,650
| Closed | -$764K | – | 120 |
|
|
2021
Q1 | $764K | Buy |
3,650
+600
| +20% | +$126K | 0.16% | 39 |
|
|
2020
Q4 | $608K | Buy |
3,050
+1,400
| +85% | +$279K | 0.13% | 42 |
|
|
2020
Q3 | $301K | Buy |
1,650
+175
| +12% | +$31.9K | 0.1% | 35 |
|
|
2020
Q2 | $233K | Hold |
1,475
| – | – | 0.09% | 19 |
|
|
2020
Q1 | $204K | Buy |
1,475
+175
| +13% | +$24.2K | 0.06% | 29 |
|
|
2019
Q4 | $224K | Buy |
+1,300
| New | +$224K | 0.06% | 36 |
|