CAWM
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Capital A Wealth Management’s IDEX IEX Stock Holding History

Capital A Wealth Management’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
-6
Closed -$1.26K – 814
2024
Q4 		$1.26K Buy
+6
New +$1.26K ﹤0.01% 533