Waddell & Reed Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $147M | Buy |
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|
2020
Q4 | $139M | Sell |
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|
2020
Q3 | $129M | Sell |
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|
2020
Q2 | $112M | Sell |
|
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|
2020
Q1 | $100M | Buy |
|
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|
2019
Q4 | $121M | Sell |
|
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|
2019
Q3 | $121M | Buy |
|
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|
2019
Q2 | $127M | Sell |
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|
2019
Q1 | $113M | Sell |
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|
2018
Q4 | $95.1M | Sell |
|
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|
2018
Q3 | $123M | Sell |
|
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|
2018
Q2 | $111M | Sell |
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|
2018
Q1 | $120M | Buy |
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|
2017
Q4 | $109M | Sell |
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|
2017
Q3 | $106M | Sell |
|
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|
2017
Q2 | $100M | Sell |
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|
2017
Q1 | $86M | Sell |
|
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|
2016
Q4 | $83.4M | Sell |
|
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|
2016
Q3 | $88M | Sell |
|
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|
2016
Q2 | $90.1M | Buy |
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|
2016
Q1 | $89M | Sell |
|
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|
2015
Q4 | $87.4M | Buy |
|
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $104M | Sell |
|
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|
2013
Q4 | $137M | Buy |
|
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|
2013
Q3 | $108M | Hold |
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|
2013
Q2 | $89.1M | Buy |
|