TFC Financial Management’s IDEX IEX Stock Holding History

TFC Financial Management’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$163	Sell
2025 Q2	$703	Buy
2025 Q1	$362	Hold
2024 Q4	$419	Hold
2024 Q3	$429	Hold
2024 Q2	$403	Sell
2024 Q1	$733	Buy
2023 Q4	$435	Buy
2023 Q2	–	Sell
2023 Q1	$232	Buy