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Regent Peak Wealth Advisors’s IDEX IEX Stock Holding History

Regent Peak Wealth Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-225
Closed -$45K – 538
2020
Q4 		$45K Buy
+225
New +$45K 0.02% 322