Winton Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,518
| Closed | -$302K | – | 1406 |
|
|
2020
Q4 | $302K | Sell |
1,518
-2,791
| -65% | -$555K | 0.02% | 1043 |
|
|
2020
Q3 | $786K | Buy |
+4,309
| New | +$786K | 0.03% | 916 |
|
|
2018
Q3 | – | Sell |
-72,334
| Closed | -$9.87M | – | 1058 |
|
|
2018
Q2 | $9.87M | Buy |
72,334
+17,540
| +32% | +$2.39M | 0.25% | 135 |
|
|
2018
Q1 | $7.81M | Buy |
54,794
+3,065
| +6% | +$437K | 0.22% | 117 |
|
|
2017
Q4 | $6.83M | Buy |
+51,729
| New | +$6.83M | 0.2% | 139 |
|
|
2017
Q1 | – | Sell |
-28,780
| Closed | -$2.59M | – | 459 |
|
|
2016
Q4 | $2.59M | Buy |
+28,780
| New | +$2.59M | 0.09% | 221 |
|
|
2015
Q1 | – | Sell |
-32,290
| Closed | -$2.51M | – | 461 |
|
|
2014
Q4 | $2.51M | Sell |
32,290
-29,615
| -48% | -$2.3M | 0.03% | 368 |
|
|
2014
Q3 | $4.48M | Sell |
61,905
-6,715
| -10% | -$486K | 0.03% | 387 |
|
|
2014
Q2 | $5.54M | Buy |
+68,620
| New | +$5.54M | 0.04% | 373 |
|