Alera Investment Advisors’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-74
Closed -$11K 505
2019
Q1
$11K Hold
74
0.01% 446
2018
Q4
$9K Buy
+74
New +$9K 0.01% 455