DWA

Dougherty Wealth Advisers’s IDEX IEX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$79.9K	Hold	455	–	–	0.05%	67
2025 Q1	$82.3K	Hold	455	–	–	0.06%	64
2024 Q4	$95.2K	Hold	455	–	–	0.07%	60
2024 Q3	$97.6K	Sell	455 -18	-4%	-$3.86K	0.08%	59
2024 Q2	$95.2K	Hold	473	–	–	0.08%	57
2024 Q1	$115K	Hold	473	–	–	0.1%	53
2023 Q4	$103K	Hold	473	–	–	0.09%	60
2023 Q3	$98.4K	Hold	473	–	–	0.11%	51
2023 Q2	$102K	Hold	473	–	–	0.14%	52
2023 Q1	$109K	Hold	473	–	–	0.17%	52
2022 Q4	$108K	Hold	473	–	–	0.18%	57
2022 Q3	$95K	Hold	473	–	–	0.19%	56
2022 Q2	$86K	Hold	473	–	–	0.16%	65
2022 Q1	$91K	Hold	473	–	–	0.14%	72
2021 Q4	$112K	Hold	473	–	–	0.16%	69
2021 Q3	$98K	Hold	473	–	–	0.15%	74
2021 Q2	$104K	Hold	473	–	–	0.15%	71
2021 Q1	$99K	Hold	473	–	–	0.15%	67
2020 Q4	$94K	Hold	473	–	–	0.15%	69
2020 Q3	$86K	Hold	473	–	–	0.3%	64
2020 Q2	$75K	Hold	473	–	–	0.27%	70
2020 Q1	$65K	Hold	473	–	–	0.26%	73
2019 Q4	$81K	Hold	473	–	–	0.25%	78
2019 Q3	$78K	Sell	473 -375	-44%	-$61.8K	0.26%	76
2019 Q2	$146K	Buy	848 +375	+79%	+$64.6K	0.41%	51
2019 Q1	$72K	Hold	473	–	–	0.24%	75
2018 Q4	$65K	Buy	+473	New	+$65K	0.21%	85