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Baldwin Wealth Partners’s IDEX IEX Stock Holding History

Baldwin Wealth Partners’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-121
Closed -$26K – 610
2024
Q3 		$26K Buy
+121
New +$26K ﹤0.01% 659