Kiely Wealth Advisory Group’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$10.4K Hold
2024
Q3
$12.1K Hold
2024
Q2
$10.3K Hold
2024
Q1
$11.6K Hold
2023
Q4
$11.1K Buy