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Beaird Harris Wealth Management’s IDEX IEX Stock Holding History

Beaird Harris Wealth Management’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
Q1 		– Sell
-14
Closed -$3.2K – 594
2022
Q4 		$3.2K Buy
+14
New +$3.2K ﹤0.01% 497