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Sandy Cove Advisors’s IDEX IEX Stock Holding History

Sandy Cove 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
2022
Q2 		– Sell
-236
Closed -$45K – 220
2022
Q1 		$45K Buy
236
+21
+10% +$4K 0.04% 212
2021
Q4 		$51K Buy
+215
New +$51K 0.04% 189