Ensemble Fund IEX Holdings History
Number of Shares
11,820.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
4.03%
Total Estimate Gain
$-409,896.78
% of Total Estimate Gain
-15.86%
Ensemble Fund's IDEX Corp Holding Summary
As of 2024-07-31, PFS FUNDS held 11,820.00 shares of IDEX Corp(IEX), totaling $2.46 Mil. This investment constitutes 4.03% of their stock portfolio, and PFS FUNDS now holds 0.02% of the outstanding IDEX Corp(IEX) stock.
The initial trade took place in 2023Q3. And since then Ensemble Fund has made 4 purchases of IEX, at an average price of $218.64, for a total of 11,820.00 shares. Based on historical transaction data and IEX's current price of $183.96, Ensemble Fund's estimated gain on his IEX holdings is $-409,896.78, reflecting a -15.86% gain to date.
Ensemble Fund IEX ($183.96) Holding Chart
Ensemble Fund IEX ($183.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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