Rialto Wealth Management’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58K Sell
9
-4
-31% -$703 ﹤0.01% 679
2025
Q1
$2.35K Buy
+13
New +$2.35K ﹤0.01% 505