EWM
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Evermay Wealth Management’s IDEX IEX Stock Holding History

Evermay Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7
Closed -$1K – 577
2022
Q3 		$1K Buy
+7
New +$1K ﹤0.01% 496