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CA Family Wealth’s IDEX IEX Stock Holding History

CA Family Wealth’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,583
Closed -$272K – 89
2019
Q4 		$272K Buy
+1,583
New +$272K 0.18% 82