PWG
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Portside Wealth Group’s IDEX IEX Stock Holding History

Portside Wealth Group’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,264
Closed -$471K – 375
2023
Q3 		$471K Sell
2,264
-4
-0.2% -$832 0.09% 198
2023
Q2 		$488K Buy
+2,268
New +$488K 0.09% 199