WAM
Weiss Asset Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7M | Buy |
334,529
+104,214
| +45% | +$18.3M | 0.68% | 15 |
|
|
2025
Q1 | $41.7M | Buy |
230,315
+203,262
| +751% | +$36.8M | 0.83% | 21 |
|
|
2024
Q4 | $5.66M | Buy |
+27,053
| New | +$5.66M | 0.11% | 173 |
|
|
2020
Q2 | – | Sell |
-4,279
| Closed | -$591K | – | 217 |
|
|
2020
Q1 | $591K | Buy |
+4,279
| New | +$591K | 0.09% | 98 |
|