Private Wealth Management Group’s IDEX IEX Stock Holding History

Private Wealth Management Group’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.28K	Hold
2025 Q2	$2.46K	Sell
2025 Q1	$7.78K	Sell
2024 Q4	$10K	Hold
2024 Q3	$10.3K	Hold
2024 Q2	$9.66K	Sell
2024 Q1	$23.7K	Hold
2023 Q4	$21.1K	Buy