Lake Street Advisors 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	$212K	Sell	1,014 -143	-12%	-$29.9K	0.01%	547
2024 Q3	$248K	Buy	+1,157	New	+$248K	0.01%	509
2024 Q2	–	Sell	-996	Closed	-$243K	–	642
2024 Q1	$243K	Buy	996 +64	+7%	+$15.6K	0.01%	509
2023 Q4	$202K	Buy	+932	New	+$202K	0.01%	546