TrueWealth LLC’s IDEX IEX Stock Holding History

TrueWealth LLC’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
2020 Q2	$17K	Hold
2020 Q1	$15K	Hold
2019 Q4	$18K	Hold
2019 Q3	$18K	Hold
2019 Q2	$18K	Hold
2019 Q1	$16K	Hold
2018 Q4	$14K	Hold
2018 Q3	$16K	Hold
2018 Q2	$15K	Hold
2018 Q1	$15K	Sell
2017 Q4	$40K	Buy