Morningstar Investment Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-946	Closed	-$202K	–	219
2024 Q3	$202K	Buy	+946	New	+$202K	0.02%	214
2024 Q2	–	Sell	-924	Closed	-$225K	–	197
2024 Q1	$225K	Hold	924	–	–	0.02%	188
2023 Q4	$201K	Buy	+924	New	+$201K	0.02%	197