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Camelot Portfolios’s IDEX IEX Stock Holding History

Camelot Portfolios’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$500K Buy
2,849
+283
+11% +$49.7K 0.3% 111
2025
Q1 		$464K Buy
2,566
+172
+7% +$31.1K 0.29% 111
2024
Q4 		$501K Buy
+2,394
New +$501K 0.54% 68