Yorktown Management & Research Company’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,200	Closed	-$400K	–	212
2022 Q2	$400K	Hold	2,200	–	–	0.52%	78
2022 Q1	$422K	Hold	2,200	–	–	0.36%	117
2021 Q4	$520K	Hold	2,200	–	–	0.35%	116
2021 Q3	$455K	Hold	2,200	–	–	0.34%	120
2021 Q2	$484K	Hold	2,200	–	–	0.38%	106
2021 Q1	$461K	Hold	2,200	–	–	0.38%	85
2020 Q4	$438K	Hold	2,200	–	–	0.39%	109
2020 Q3	$401K	Hold	2,200	–	–	0.37%	104
2020 Q2	$348K	Hold	2,200	–	–	0.31%	105
2020 Q1	$304K	Buy	2,200 +700	+47%	+$96.7K	0.31%	115
2019 Q4	$258K	Hold	1,500	–	–	0.14%	224
2019 Q3	$246K	Sell	1,500 -850	-36%	-$139K	0.13%	238
2019 Q2	$405K	Hold	2,350	–	–	0.15%	168
2019 Q1	$357K	Hold	2,350	–	–	0.12%	207
2018 Q4	$297K	Hold	2,350	–	–	0.1%	219
2018 Q3	$354K	Hold	2,350	–	–	0.1%	212
2018 Q2	$321K	Hold	2,350	–	–	0.09%	246
2018 Q1	$335K	Hold	2,350	–	–	0.1%	218
2017 Q4	$310K	Sell	2,350 -950	-29%	-$125K	0.09%	265
2017 Q3	$401K	Hold	3,300	–	–	0.11%	128
2017 Q2	$373K	Hold	3,300	–	–	0.12%	83
2017 Q1	$309K	Hold	3,300	–	–	0.08%	151
2016 Q4	$297K	Hold	3,300	–	–	0.08%	137
2016 Q3	$309K	Hold	3,300	–	–	0.07%	153
2016 Q2	$271K	Hold	3,300	–	–	0.06%	196
2016 Q1	$274K	Hold	3,300	–	–	0.05%	244
2015 Q4	$253K	Hold	3,300	–	–	0.04%	309
2015 Q3	$235K	Hold	3,300	–	–	0.04%	358
2015 Q2	$259K	Hold	3,300	–	–	0.05%	339
2015 Q1	$250K	Hold	3,300	–	–	0.05%	333
2014 Q4	$257K	Hold	3,300	–	–	0.05%	270
2014 Q3	$239K	Sell	3,300 -1,200	-27%	-$86.9K	0.05%	321
2014 Q2	$363K	Hold	4,500	–	–	0.07%	140
2014 Q1	$328K	Hold	4,500	–	–	0.06%	165
2013 Q4	$332K	Hold	4,500	–	–	0.07%	154
2013 Q3	$294K	Hold	4,500	–	–	0.06%	169
2013 Q2	$242K	Buy	+4,500	New	+$242K	0.05%	213