Unigestion Holding’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,296	Closed	-$689K	–	171
2023 Q3	$689K	Buy	3,296 +616	+23%	+$129K	0.04%	134
2023 Q2	$572K	Sell	2,680 -299	-10%	-$63.8K	0.03%	159
2023 Q1	$676K	Buy	+2,979	New	+$676K	0.04%	165