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Private Wealth Asset Management’s IDEX IEX Stock Holding History

Private Wealth Asset Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.2K Sell
75
-35
-32% -$6.15K ﹤0.01% 608
2025
Q1 		$19.9K Buy
+110
New +$19.9K ﹤0.01% 519