Van Berkom & Associates’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-452,499
| Closed | -$34.7M | – | 53 |
|
|
2015
Q4 | $34.7M | Sell |
452,499
-1,550
| -0.3% | -$119K | 1.71% | 39 |
|
|
2015
Q3 | $32.4M | Buy |
454,049
+10,910
| +2% | +$778K | 1.62% | 38 |
|
|
2015
Q2 | $34.8M | Sell |
443,139
-10,430
| -2% | -$820K | 1.65% | 39 |
|
|
2015
Q1 | $34.4M | Buy |
453,569
+90
| +0% | +$6.83K | 1.56% | 40 |
|
|
2014
Q4 | $35.3M | Sell |
453,479
-3,769
| -0.8% | -$293K | 1.71% | 38 |
|
|
2014
Q3 | $33.1M | Buy |
457,248
+40,836
| +10% | +$2.96M | 1.65% | 36 |
|
|
2014
Q2 | $33.6M | Buy |
416,412
+3,832
| +0.9% | +$309K | 1.84% | 36 |
|
|
2014
Q1 | $30.1M | Sell |
412,580
-2,502
| -0.6% | -$182K | 1.69% | 35 |
|
|
2013
Q4 | $30.7M | Sell |
415,082
-37,317
| -8% | -$2.76M | 1.71% | 34 |
|
|
2013
Q3 | $29.5M | Sell |
452,399
-21,205
| -4% | -$1.38M | 1.9% | 29 |
|
|
2013
Q2 | $25.5M | Buy |
+473,604
| New | +$25.5M | 1.91% | 27 |
|