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Calton & Associates’s IDEX IEX Stock Holding History

Calton & Associates’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,166
Closed -$160K – 780
2017
Q4 		$160K Buy
+1,166
New +$160K 0.04% 385