TIS
Tortoise Index Solutions’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.14M | Sell |
8,773
-559
| -6% | -$136K | 0.43% | 41 |
|
|
2023
Q4 | $2.03M | Buy |
9,332
+1,132
| +14% | +$246K | 0.38% | 38 |
|
|
2023
Q3 | $1.71M | Sell |
8,200
-1,120
| -12% | -$233K | 0.35% | 39 |
|
|
2023
Q2 | $2.01M | Buy |
9,320
+642
| +7% | +$138K | 0.41% | 36 |
|
|
2023
Q1 | $2M | Sell |
8,678
-7,479
| -46% | -$1.73M | 0.38% | 37 |
|
|
2022
Q4 | $1M | Sell |
16,157
-1,311
| -8% | -$81.3K | 0.18% | 53 |
|
|
2022
Q3 | $3.49M | Buy |
17,468
+6,499
| +59% | +$1.3M | 0.68% | 32 |
|
|
2022
Q2 | $1.99M | Sell |
10,969
-975
| -8% | -$177K | 0.38% | 37 |
|
|
2022
Q1 | $2.29M | Buy |
11,944
+798
| +7% | +$153K | 0.41% | 38 |
|
|
2021
Q4 | $2.63M | Buy |
11,146
+424
| +4% | +$100K | 0.58% | 34 |
|
|
2021
Q3 | $2.22M | Buy |
10,722
+470
| +5% | +$97.3K | 0.53% | 32 |
|
|
2021
Q2 | $2.26M | Buy |
10,252
+2,036
| +25% | +$448K | 0.47% | 33 |
|
|
2021
Q1 | $1.72M | Buy |
+8,216
| New | +$1.72M | 0.41% | 33 |
|