McElhenny Sheffield Capital Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,873	Closed	-$618K	–	94
2023 Q2	$618K	Sell	2,873 -417	-13%	-$89.8K	0.26%	43
2023 Q1	$760K	Buy	3,290 +3,268	+14,855%	+$755K	0.4%	43
2022 Q4	$5.02K	Buy	+22	New	+$5.02K	﹤0.01%	403