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Milestone Investment Advisors’s IDEX IEX Stock Holding History

Milestone Investment Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12
Closed -$2.5K – 266
2023
Q3 		$2.5K Buy
+12
New +$2.5K ﹤0.01% 358