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Focused Wealth Management’s IDEX IEX Stock Holding History

Focused Wealth 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
Q1 		– Sell
-200
Closed -$43.4K – 510
2023
Q4 		$43.4K Buy
+200
New +$43.4K 0.01% 322