Perigon Wealth Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-133	Closed	-$26K	–	737
2020 Q4	$26K	Buy	+133	New	+$26K	﹤0.01%	942
2017 Q2	–	Sell	-945	Closed	-$88K	–	605
2017 Q1	$88K	Hold	945	–	–	0.02%	320
2016 Q4	$89K	Buy	+945	New	+$89K	0.02%	298