IMA Advisory Services’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-88	Closed	-$18.3K	–	163
2023 Q3	$18.3K	Hold	88	–	–	﹤0.01%	220
2023 Q2	$18.9K	Hold	88	–	–	﹤0.01%	223
2023 Q1	$20.3K	Hold	88	–	–	0.01%	211
2022 Q4	$20.1K	Hold	88	–	–	0.01%	222
2022 Q3	$18K	Hold	88	–	–	﹤0.01%	226
2022 Q2	$16K	Hold	88	–	–	﹤0.01%	237
2022 Q1	$17K	Hold	88	–	–	﹤0.01%	218
2021 Q4	$21K	Hold	88	–	–	﹤0.01%	213
2021 Q3	$18K	Hold	88	–	–	﹤0.01%	209
2021 Q2	$19K	Hold	88	–	–	﹤0.01%	203
2021 Q1	$18K	Hold	88	–	–	﹤0.01%	209
2020 Q4	$18K	Hold	88	–	–	0.01%	187
2020 Q3	$16K	Hold	88	–	–	0.01%	184
2020 Q2	$14K	Hold	88	–	–	0.01%	190
2020 Q1	$12K	Hold	88	–	–	0.01%	198
2019 Q4	$15K	Hold	88	–	–	0.01%	197
2019 Q3	$14K	Hold	88	–	–	0.01%	199
2019 Q2	$15K	Hold	88	–	–	0.01%	187
2019 Q1	$13K	Hold	88	–	–	0.01%	201
2018 Q4	$11K	Hold	88	–	–	0.01%	215
2018 Q3	$13K	Hold	88	–	–	0.01%	210
2018 Q2	$12K	Buy	+88	New	+$12K	0.01%	253