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Signature Wealth Management Partners’s IDEX IEX Stock Holding History

Signature Wealth Management Partners’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,000
Closed -$236K – 117
2021
Q4 		$236K Hold
1,000
– – 0.2% 96
2021
Q3 		$207K Hold
1,000
– – 0.19% 103
2021
Q2 		$220K Hold
1,000
– – 0.2% 99
2021
Q1 		$209K Buy
+1,000
New +$209K 0.2% 95