Cornerstone Planning Group’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$971	Sell	6 -2	-25%	-$324	﹤0.01%	1120
2025 Q1	$1.34K	Buy	8 +1	+14%	+$167	﹤0.01%	1072
2024 Q4	$1.55K	Buy	+7	New	+$1.55K	﹤0.01%	856
2023 Q3	–	Sell	-4	Closed	-$861	–	1254
2023 Q2	$861	Buy	+4	New	+$861	﹤0.01%	1389