Lloyd Advisory Services’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,800	Closed	-$2.15M	–	140
2024 Q1	$2.15M	Buy	8,800 +7,393	+525%	+$1.8M	0.46%	27
2023 Q4	$306K	Sell	1,407 -1,869	-57%	-$406K	0.14%	83
2023 Q3	$682K	Buy	+3,276	New	+$682K	0.22%	107