World Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $408K | Sell |
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|
2020
Q3 | $391K | Sell |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $449K | Sell |
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|
2019
Q4 | $888K | Buy |
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|
2019
Q3 | $843K | Buy |
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|
2019
Q2 | $768K | Sell |
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|
2019
Q1 | $735K | Buy |
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|
2018
Q4 | $572K | Sell |
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|
2018
Q3 | $725K | Buy |
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|
2018
Q2 | $652K | Sell |
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|
2018
Q1 | $684K | Sell |
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|
2017
Q4 | $725K | Sell |
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|
2017
Q3 | $705K | Buy |
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|
2017
Q2 | $650K | Buy |
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|
2017
Q1 | $525K | Buy |
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|
2016
Q4 | $442K | Sell |
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|
2016
Q3 | $490K | Buy |
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|
2016
Q2 | $326K | Buy |
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|
2016
Q1 | $309K | Sell |
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|
2015
Q4 | $290K | Buy |
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|
2015
Q3 | $259K | Buy |
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|
2015
Q2 | $235K | Sell |
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|
2015
Q1 | $487K | Sell |
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|
2014
Q4 | $509K | Sell |
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|
2014
Q3 | $550K | Sell |
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|
2014
Q2 | $633K | Sell |
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|
2014
Q1 | $578K | Sell |
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|
2013
Q4 | $594K | Sell |
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|
2013
Q3 | $613K | Sell |
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|
2013
Q2 | $584K | Buy |
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