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Concentric Capital Strategies’s IDEX IEX Stock Holding History

Concentric Capital Strategies’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,273
Closed -$265K – 252
2023
Q3 		$265K Buy
+1,273
New +$265K 0.03% 191