WCM Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
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|
2025
Q1 | $294K | Buy |
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|
2024
Q4 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $389K | Hold |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $418K | Buy |
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|
2020
Q4 | $353K | Buy |
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|
2020
Q3 | $314K | Hold |
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|
2020
Q2 | $272K | Hold |
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|
2020
Q1 | $238K | Buy |
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