Gitterman Wealth Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,484	Closed	-$319K	–	145
2024 Q3	$319K	Buy	+1,484	New	+$319K	0.13%	57
2022 Q3	–	Sell	-1,218	Closed	-$224K	–	82
2022 Q2	$224K	Buy	+1,218	New	+$224K	0.21%	54