Heritage Wealth Advisors’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	-530	Closed	-$96K	–	548
2022 Q2	$96K	Buy	+530	New	+$96K	0.01%	263
2019 Q3	–	Sell	-41	Closed	-$7.06K	–	450
2019 Q2	$7.06K	Hold	41	–	–	﹤0.01%	407
2019 Q1	$6.22K	Buy	+41	New	+$6.22K	﹤0.01%	379