Santa Fe Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,889
| Closed | -$834K | – | 148 |
|
|
2015
Q4 | $834K | Buy |
+10,889
| New | +$834K | 0.14% | 264 |
|
|
2015
Q1 | – | Sell |
-11,329
| Closed | -$882K | – | 542 |
|
|
2014
Q4 | $882K | Buy |
11,329
+1,626
| +17% | +$127K | 0.11% | 310 |
|
|
2014
Q3 | $701K | Buy |
9,703
+842
| +10% | +$60.8K | 0.11% | 328 |
|
|
2014
Q2 | $715K | Sell |
8,861
-9,412
| -52% | -$759K | 0.11% | 320 |
|
|
2014
Q1 | $1.33M | Buy |
+18,273
| New | +$1.33M | 0.19% | 227 |
|
|
2013
Q3 | – | Sell |
-12,423
| Closed | -$669K | – | 522 |
|
|
2013
Q2 | $669K | Buy |
+12,423
| New | +$669K | 0.14% | 259 |
|