QS Investors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-983
| Closed | -$156K | – | 1346 |
|
|
2020
Q2 | $156K | Hold |
983
| – | – | ﹤0.01% | 1200 |
|
|
2020
Q1 | $136K | Hold |
983
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q4 | $171K | Buy |
983
+133
| +16% | +$21.5K | ﹤0.01% | 1215 |
|
|
2019
Q3 | $140K | Buy |
+850
| New | +$141K | ﹤0.01% | 1291 |
|
|
2019
Q1 | – | Sell |
-6
| Closed | -$1K | – | 1751 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1753 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1761 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1780 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1795 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1802 |
|
|
2017
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1769 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1777 |
|
|
2017
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1792 |
|
|
2016
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1630 |
|
|
2016
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1614 |
|
|
2016
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1653 |
|
|
2016
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1650 |
|
|
2015
Q4 | $1K | Buy |
+6
| New | +$460 | ﹤0.01% | 1674 |
|
|
2014
Q4 | – | Sell |
-57,700
| Closed | -$4.18M | – | 1384 |
|
|
2014
Q3 | $4.18M | Hold |
57,700
| – | – | 0.11% | 158 |
|
|
2014
Q2 | $4.66M | Sell |
57,700
-25,800
| -31% | -$1.95M | 0.12% | 167 |
|
|
2014
Q1 | $6.09M | Buy |
83,500
+37,300
| +81% | +$2.72M | 0.18% | 136 |
|
|
2013
Q4 | $3.41M | Buy |
+46,200
| New | +$3.21M | 0.13% | 150 |
|
Other funds holding IEX
ACM
