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American Trust’s IDEX IEX Stock Holding History

American Trust’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,170
Closed -$270K – 448
2023
Q1 		$270K Hold
1,170
– – 0.02% 336
2022
Q4 		$267K Buy
+1,170
New +$267K 0.02% 331