Pinnacle Wealth Planning Services’s IDEX IEX Stock Holding History

Pinnacle Wealth Planning Services’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	$32.4K	Buy
2023 Q2	–	Sell
2023 Q1	$205K	Sell
2022 Q4	$205K	Buy
2022 Q1	–	Sell
2021 Q4	$213K	Buy
2021 Q1	–	Sell
2020 Q4	$80K	Buy