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Reilly Financial Advisors’s IDEX IEX Stock Holding History

Reilly Financial 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
Q4 		$1K Buy
+4
New +$1K ﹤0.01% 1065
2017
Q4 		– Sell
-11
Closed -$1K – 1003
2017
Q3 		$1K Buy
+11
New +$1K ﹤0.01% 950