Resurgent Financial Advisors’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,754	Closed	-$405K	–	512
2023 Q1	$405K	Sell	1,754 -85	-5%	-$19.6K	0.27%	85
2022 Q4	$420K	Buy	+1,839	New	+$420K	0.22%	101