Avantax Planning Partners’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-40	Closed	-$6K	–	705
2018 Q3	$6K	Buy	+40	New	+$6K	﹤0.01%	1023
2018 Q2	–	Sell	-139	Closed	-$20K	–	799
2018 Q1	$20K	Buy	+139	New	+$20K	﹤0.01%	775