Studio Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,048
| Closed | -$190K | – | 232 |
|
|
2025
Q1 | $190K | Buy |
1,048
+97
| +10% | +$17.6K | 0.04% | 169 |
|
|
2024
Q4 | $199K | Sell |
951
-4
| -0.4% | -$837 | 0.04% | 161 |
|
|
2024
Q3 | $205K | Buy |
955
+45
| +5% | +$9.65K | 0.04% | 157 |
|
|
2024
Q2 | $183K | Buy |
910
+4
| +0.4% | +$805 | 0.04% | 157 |
|
|
2024
Q1 | $221K | Buy |
906
+69
| +8% | +$16.8K | 0.05% | 148 |
|
|
2023
Q4 | $182K | Sell |
837
-140
| -14% | -$30.4K | 0.05% | 145 |
|
|
2023
Q3 | $203K | Sell |
977
-841
| -46% | -$175K | 0.06% | 135 |
|
|
2023
Q2 | $391K | Sell |
1,818
-41
| -2% | -$8.83K | 0.11% | 103 |
|
|
2023
Q1 | $429K | Sell |
1,859
-141
| -7% | -$32.6K | 0.13% | 87 |
|
|
2022
Q4 | $457K | Buy |
2,000
+62
| +3% | +$14.2K | 0.15% | 73 |
|
|
2022
Q3 | $387K | Sell |
1,938
-9
| -0.5% | -$1.8K | 0.14% | 79 |
|
|
2022
Q2 | $354K | Buy |
+1,947
| New | +$354K | 0.12% | 93 |
|