FWA
FSM Wealth Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,096
| Closed | -$237K | – | 160 |
|
|
2023
Q2 | $237K | Sell |
1,096
-73
| -6% | -$15.8K | 0.12% | 135 |
|
|
2023
Q1 | $270K | Hold |
1,169
| – | – | 0.16% | 123 |
|
|
2022
Q4 | $267K | Buy |
1,169
+54
| +5% | +$12.3K | 0.19% | 115 |
|
|
2022
Q3 | $223K | Hold |
1,115
| – | – | 0.19% | 122 |
|
|
2022
Q2 | $235K | Buy |
+1,115
| New | +$235K | 0.23% | 99 |
|