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WealthTrust Fairport’s IDEX IEX Stock Holding History

WealthTrust Fairport’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-35
Closed -$5K – 466
2018
Q3 		$5K Hold
35
– – ﹤0.01% 437
2018
Q2 		$5K Hold
35
– – ﹤0.01% 427
2018
Q1 		$5K Buy
+35
New +$5K ﹤0.01% 430