Rockefeller Financial Services’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-169	Closed	-$14K	–	528
2016 Q1	$14K	Buy	+169	New	+$14K	﹤0.01%	506
2015 Q4	–	Sell	-255	Closed	-$18K	–	553
2015 Q3	$18K	Buy	+255	New	+$18K	﹤0.01%	461