Laurel Wealth Advisors (North Carolina)’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-150	Closed	-$26.7K	–	405
2025 Q4	$26.7K	Buy	+150	New	+$25.6K	﹤0.01%	397
2025 Q2	–	Sell	-150	Closed	-$27.1K	–	413
2025 Q1	$27.1K	Hold	150	–	–	﹤0.01%	379
2024 Q4	$31.4K	Hold	150	–	–	﹤0.01%	361
2024 Q3	$32.2K	Hold	150	–	–	0.01%	358
2024 Q2	$30.2K	Hold	150	–	–	0.01%	335
2024 Q1	$36.6K	Hold	150	–	–	0.01%	325
2023 Q4	$32.6K	Hold	150	–	–	0.01%	318
2023 Q3	$31.2K	Hold	150	–	–	0.01%	319
2023 Q2	$32.3K	Hold	150	–	–	0.01%	322
2023 Q1	$34.7K	Hold	150	–	–	0.01%	319
2022 Q4	$34.3K	Hold	150	–	–	0.01%	293
2022 Q3	$30K	Hold	150	–	–	0.01%	297
2022 Q2	$27K	Hold	150	–	–	0.01%	314
2022 Q1	$29K	Hold	150	–	–	0.01%	316
2021 Q4	$35K	Hold	150	–	–	0.01%	295
2021 Q3	$31K	Hold	150	–	–	0.01%	302
2021 Q2	$33K	Hold	150	–	–	0.01%	315
2021 Q1	$31K	Hold	150	–	–	0.01%	306
2020 Q4	$30K	Buy	+150	New	+$28.5K	0.01%	302