Wallace Advisory Group’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	-988	Closed	-$213K	–	172
2023 Q3	$213K	Sell	988 -22	-2%	-$4.74K	0.15%	160
2023 Q2	$233K	Hold	1,010	–	–	0.18%	138
2023 Q1	$233K	Sell	1,010 -15	-1%	-$3.47K	0.18%	138
2022 Q4	$234K	Buy	+1,025	New	+$234K	0.18%	129