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Planned Solutions’s IDEX IEX Stock Holding History

Planned Solutions’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-150
Closed -$32.2K – 354
2024
Q3 		$32.2K Buy
+150
New +$32.2K 0.01% 350
2024
Q1 		– Sell
-150
Closed -$32.6K – 300
2023
Q4 		$32.6K Buy
+150
New +$32.6K 0.02% 334