Sterling Investment Advisors (Pennsylvania)’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,000
Closed -$126K 420
2018
Q4
$126K Hold
1,000
0.07% 130
2018
Q3
$151K Buy
+1,000
New +$151K 0.08% 132