Kiely Wealth Advisory Group’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$10.4K Hold
53
0.01% 195
2024
Q3
$12.1K Hold
53
0.01% 192
2024
Q2
$10.3K Hold
53
0.01% 185
2024
Q1
$11.6K Hold
53
0.01% 160
2023
Q4
$11.1K Buy
+53
New +$11.1K 0.01% 163