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Bogart Wealth LLC’s IDEX IEX Stock Holding History

Bogart Wealth LLC’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$3.14K – 1457
2024
Q4 		$3.14K Hold
15
– – ﹤0.01% 998
2024
Q3 		$3.22K Buy
+15
New +$3.22K ﹤0.01% 906