Zacks Investment Management’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 |
-1,050
| Closed | -$209K | – | 538 |
|
|
2020
Q4 | $209K | Buy |
+1,050
| New | +$209K | ﹤0.01% | 495 |
|
|
2018
Q1 | – | Sell |
-1,604
| Closed | -$212K | – | 557 |
|
|
2017
Q4 | $212K | Buy |
+1,604
| New | +$212K | ﹤0.01% | 521 |
|
|
2017
Q3 | – | Sell |
-2,130
| Closed | -$241K | – | 622 |
|
|
2017
Q2 | $241K | Buy |
+2,130
| New | +$241K | 0.01% | 513 |
|
|
2017
Q1 | – | Sell |
-2,240
| Closed | -$202K | – | 672 |
|
|
2016
Q4 | $202K | Hold |
2,240
| – | – | 0.01% | 605 |
|
|
2016
Q3 | $210K | Buy |
+2,240
| New | +$210K | 0.01% | 586 |
|
|
2016
Q1 | – | Sell |
-2,840
| Closed | -$218K | – | 644 |
|
|
2015
Q4 | $218K | Sell |
2,840
-12
| -0.4% | -$921 | 0.01% | 511 |
|
|
2015
Q3 | $203K | Sell |
2,852
-1,186
| -29% | -$84.4K | 0.01% | 549 |
|
|
2015
Q2 | $317K | Sell |
4,038
-26,841
| -87% | -$2.11M | 0.01% | 519 |
|
|
2015
Q1 | $2.34M | Buy |
30,879
+26,858
| +668% | +$2.04M | 0.07% | 176 |
|
|
2014
Q4 | $313K | Sell |
4,021
-580
| -13% | -$45.1K | 0.01% | 502 |
|
|
2014
Q3 | $333K | Sell |
4,601
-662
| -13% | -$47.9K | 0.01% | 484 |
|
|
2014
Q2 | $425K | Sell |
5,263
-757
| -13% | -$61.1K | 0.02% | 490 |
|
|
2014
Q1 | $439K | Sell |
6,020
-468
| -7% | -$34.1K | 0.02% | 451 |
|
|
2013
Q4 | $479K | Sell |
6,488
-1,038
| -14% | -$76.6K | 0.02% | 405 |
|
|
2013
Q3 | $491K | Sell |
7,526
-3,266
| -30% | -$213K | 0.02% | 345 |
|
|
2013
Q2 | $581K | Buy |
+10,792
| New | +$581K | 0.03% | 284 |
|