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Cassady Schiller Wealth Management’s IDEX IEX Stock Holding History

Cassady Schiller Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.47K Buy
7
+4
+133% +$837 ﹤0.01% 673
2024
Q3 		$644 Hold
3
– – ﹤0.01% 436
2024
Q2 		$604 Hold
3
– – ﹤0.01% 445
2024
Q1 		$732 Buy
+3
New +$732 ﹤0.01% 466