Venturi Wealth Management’s IDEX IEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-21	Closed	-$4.4K	–	1179
2024 Q4	$4.4K	Hold	21	–	–	﹤0.01%	1726
2024 Q3	$4.51K	Buy	+21	New	+$4.51K	﹤0.01%	1469