SIM
Sentry Investment Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Hold |
216
| – | – | 0.02% | 430 |
|
|
2025
Q1 | $35K | Sell |
216
-65
| -23% | -$10.5K | 0.02% | 417 |
|
|
2024
Q4 | $59K | Sell |
281
-46
| -14% | -$9.66K | 0.03% | 383 |
|
|
2024
Q3 | $70K | Hold |
327
| – | – | 0.03% | 395 |
|
|
2024
Q2 | $66K | Sell |
327
-67
| -17% | -$13.5K | 0.03% | 379 |
|
|
2024
Q1 | $96K | Hold |
394
| – | – | 0.04% | 351 |
|
|
2023
Q4 | $86K | Sell |
394
-42
| -10% | -$9.17K | 0.04% | 370 |
|
|
2023
Q3 | $91K | Sell |
436
-63
| -13% | -$13.1K | 0.04% | 371 |
|
|
2023
Q2 | $107K | Hold |
499
| – | – | 0.04% | 374 |
|
|
2023
Q1 | $115K | Sell |
499
-901
| -64% | -$208K | 0.05% | 339 |
|
|
2022
Q4 | $320K | Buy |
1,400
+634
| +83% | +$145K | 0.14% | 172 |
|
|
2022
Q3 | $153K | Buy |
766
+255
| +50% | +$50.9K | 0.07% | 274 |
|
|
2022
Q2 | $93K | Sell |
511
-99
| -16% | -$18K | 0.04% | 386 |
|
|
2022
Q1 | $117K | Sell |
610
-4,061
| -87% | -$779K | 0.04% | 408 |
|
|
2021
Q4 | $1.1M | Buy |
4,671
+3,944
| +543% | +$932K | 0.29% | 87 |
|
|
2021
Q3 | $150K | Sell |
727
-106
| -13% | -$21.9K | 0.04% | 378 |
|
|
2021
Q2 | $183K | Hold |
833
| – | – | 0.05% | 351 |
|
|
2021
Q1 | $174K | Sell |
833
-3,977
| -83% | -$831K | 0.05% | 353 |
|
|
2020
Q4 | $958K | Hold |
4,810
| – | – | 0.05% | 316 |
|
|
2020
Q3 | $877K | Hold |
4,810
| – | – | 0.05% | 295 |
|
|
2020
Q2 | $760K | Buy |
4,810
+15
| +0.3% | +$2.37K | 0.05% | 344 |
|
|
2020
Q1 | $662K | Buy |
4,795
+1,071
| +29% | +$148K | 0.05% | 283 |
|
|
2019
Q4 | $641K | Hold |
3,724
| – | – | 0.04% | 363 |
|
|
2019
Q3 | $610K | Buy |
+3,724
| New | +$610K | 0.04% | 350 |
|