Capital Performance Advisors’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19
Closed -$4.08K 1320
2024
Q3
$4.08K Buy
+19
New +$4.08K ﹤0.01% 1194