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Atlas Private Wealth Advisors’s IDEX IEX Stock Holding History

Atlas Private Wealth Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-30
Closed -$6K – 845
2021
Q1 		$6K Buy
30
+10
+50% +$2K ﹤0.01% 577
2020
Q4 		$4K Buy
+20
New +$4K ﹤0.01% 559