Siemens Fonds Invest’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Buy |
1,053
+175
| +20% | +$30.7K | 0.01% | 472 |
|
|
2025
Q1 | $159K | Buy |
+878
| New | +$159K | 0.01% | 469 |
|
|
2024
Q4 | – | Sell |
-1,130
| Closed | -$242K | – | 453 |
|
|
2024
Q3 | $242K | Sell |
1,130
-334
| -23% | -$71.6K | 0.02% | 391 |
|
|
2024
Q2 | $295K | Hold |
1,464
| – | – | 0.02% | 360 |
|
|
2024
Q1 | $357K | Sell |
1,464
-35
| -2% | -$8.54K | 0.03% | 347 |
|
|
2023
Q4 | $325K | Buy |
1,499
+527
| +54% | +$114K | 0.03% | 342 |
|
|
2023
Q3 | $202K | Buy |
+972
| New | +$202K | 0.02% | 355 |
|
|
2021
Q4 | – | Sell |
-1,151
| Closed | -$238K | – | 434 |
|
|
2021
Q3 | $238K | Buy |
+1,151
| New | +$238K | 0.02% | 378 |
|