Perigon Wealth Management’s IDEX IEX Stock Holding History

Perigon Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$219K	Buy
2021 Q1	–	Sell
2020 Q4	$26K	Buy
2017 Q2	–	Sell
2017 Q1	$88K	Hold
2016 Q4	$89K	Buy