Tortoise 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 | $2.28K | Buy |
13
+4
| +44% | +$702 | ﹤0.01% | 767 |
|
|
2025
Q1 | $1.63K | Hold |
9
| – | – | ﹤0.01% | 724 |
|
|
2024
Q4 | $1.88K | Hold |
9
| – | – | ﹤0.01% | 758 |
|
|
2024
Q3 | $1.93K | Sell |
9
-3
| -25% | -$644 | ﹤0.01% | 762 |
|
|
2024
Q2 | $2.41K | Hold |
12
| – | – | ﹤0.01% | 754 |
|
|
2024
Q1 | $2.93K | Buy |
+12
| New | +$2.93K | ﹤0.01% | 721 |
|