JF
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JSF Financial’s IDEX IEX Stock Holding History

JSF Financial’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,424
Closed -$560K – 113
2023
Q1 		$560K Sell
2,424
-211
-8% -$48.8K 0.21% 68
2022
Q4 		$602K Buy
+2,635
New +$602K 0.22% 63