Fiduciary Alliance’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	-95	Closed	-$20.5K	–	518
2023 Q2	$20.5K	Sell	95 -12,950	-99%	-$2.79M	﹤0.01%	448
2023 Q1	$3.01M	Buy	13,045 +27	+0.2%	+$6.24K	0.76%	39
2022 Q4	$2.97M	Buy	+13,018	New	+$2.97M	0.77%	41