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Outlook Wealth Advisors’s IDEX IEX Stock Holding History

Outlook Wealth Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,250
Closed -$305K – 267
2024
Q1 		$305K Buy
1,250
+266
+27% +$64.9K 0.09% 206
2023
Q4 		$214K Buy
+984
New +$214K 0.07% 228