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Frank Rimerman Advisors’s IDEX IEX Stock Holding History

Frank Rimerman Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-997
Closed -$209K – 535
2024
Q4 		$209K Buy
997
+50
+5% +$10.5K 0.02% 500
2024
Q3 		$203K Sell
947
-99
-9% -$21.2K 0.01% 514
2024
Q2 		$210K Buy
+1,046
New +$210K 0.01% 516