Graves Light Lenhart Wealth’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-267
Closed -$48K 350
2022
Q2
$48K Hold
267
0.01% 313
2022
Q1
$51K Hold
267
0.01% 351
2021
Q4
$63K Buy
+267
New +$63K 0.01% 371