FAIM
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Financial Advocates Investment Management’s IDEX IEX Stock Holding History

Financial Advocates Investment Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,150
Closed -$281K – 754
2024
Q1 		$281K Buy
1,150
+35
+3% +$8.54K 0.02% 610
2023
Q4 		$242K Buy
+1,115
New +$242K 0.02% 639