Howe & Rusling’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-235	Closed	-$40K	–	816
2019 Q4	$40K	Hold	235	–	–	0.01%	313
2019 Q3	$39K	Hold	235	–	–	0.01%	320
2019 Q2	$40K	Buy	+235	New	+$40K	0.01%	314