ShoreHaven Wealth Partners’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-150	Closed	-$31K	–	146
2021 Q1	$31K	Hold	150	–	–	0.02%	144
2020 Q4	$30K	Buy	+150	New	+$30K	0.02%	135