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Wetzel Investment Advisors’s IDEX IEX Stock Holding History

Wetzel Investment Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12
Closed -$2.93K – 475
2024
Q2 		$2.93K Hold
12
– – ﹤0.01% 679
2024
Q1 		$2.71K Hold
12
– – ﹤0.01% 786
2023
Q4 		$3K Buy
+12
New +$3K ﹤0.01% 785