DFPG Investments’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,413	Closed	-$510K	–	601
2023 Q2	$510K	Buy	2,413 +172	+8%	+$36.3K	0.05%	370
2023 Q1	$518K	Buy	2,241 +128	+6%	+$29.6K	0.06%	335
2022 Q4	$498K	Buy	+2,113	New	+$498K	0.08%	256