Yousif Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.74M | Sell |
9,892
-87
| -0.9% | -$15.3K | 0.02% | 817 |
|
2025
Q1 | $1.81M | Sell |
9,979
-109
| -1% | -$19.7K | 0.02% | 773 |
|
2024
Q4 | $2.11M | Sell |
10,088
-4,409
| -30% | -$923K | 0.02% | 723 |
|
2024
Q3 | $3.11M | Buy |
14,497
+774
| +6% | +$166K | 0.03% | 522 |
|
2024
Q2 | $2.76M | Buy |
13,723
+866
| +7% | +$174K | 0.03% | 579 |
|
2024
Q1 | $3.14M | Buy |
12,857
+2,324
| +22% | +$567K | 0.03% | 563 |
|
2023
Q4 | $2.29M | Sell |
10,533
-1,094
| -9% | -$238K | 0.03% | 729 |
|
2023
Q3 | $2.42M | Sell |
11,627
-3,804
| -25% | -$791K | 0.03% | 627 |
|
2023
Q2 | $3.32M | Buy |
15,431
+752
| +5% | +$162K | 0.04% | 495 |
|
2023
Q1 | $3.39M | Sell |
14,679
-497
| -3% | -$115K | 0.04% | 464 |
|
2022
Q4 | $3.47M | Buy |
15,176
+842
| +6% | +$192K | 0.05% | 453 |
|
2022
Q3 | $2.87M | Buy |
14,334
+3,005
| +27% | +$601K | 0.04% | 506 |
|
2022
Q2 | $2.06M | Sell |
11,329
-4,894
| -30% | -$889K | 0.03% | 797 |
|
2022
Q1 | $3.11M | Buy |
16,223
+555
| +4% | +$106K | 0.03% | 610 |
|
2021
Q4 | $3.7M | Buy |
+15,668
| New | +$3.7M | 0.04% | 541 |
|