Cherry Tree Wealth Management’s IDEX IEX Stock Holding History

Cherry Tree Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.14K	Hold
2025 Q1	$6.33K	Hold
2024 Q4	$7.33K	Hold
2024 Q3	$7.51K	Hold
2024 Q2	$7.04K	Hold
2024 Q1	$8.54K	Hold
2023 Q4	$7.6K	Hold
2023 Q3	$7.28K	Sell
2023 Q2	$7.86K	Buy