Simplicity Wealth’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,235	Closed	-$249K	–	817
2024 Q2	$249K	Sell	1,235 -19	-2%	-$3.82K	0.01%	1017
2024 Q1	$306K	Buy	+1,254	New	+$306K	0.01%	911