Bellwether Investment Group’s IDEX IEX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-633
Closed -$59K 316
2017
Q1
$59K Buy
633
+118
+23% +$11K 0.16% 128
2016
Q4
$46K Buy
+515
New +$46K 0.04% 279