Accurate Wealth Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,900	Closed	-$2.07M	–	285
2023 Q2	$2.07M	Buy	9,900 +2,510	+34%	+$526K	0.65%	41
2023 Q1	$1.62M	Buy	7,390 +7,344	+15,965%	+$1.61M	0.56%	47
2022 Q4	$10.8K	Buy	+46	New	+$10.8K	﹤0.01%	835