CreativeOne Wealth’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,543	Closed	-$321K	–	647
2023 Q3	$321K	Buy	+1,543	New	+$321K	0.02%	428
2022 Q3	–	Sell	-1,227	Closed	-$223K	–	733
2022 Q2	$223K	Buy	+1,227	New	+$223K	0.01%	645