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WR Wealth Planners’s IDEX IEX Stock Holding History

WR Wealth Planners’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8
Closed -$1.85K – 932
2023
Q1 		$1.85K Buy
+8
New +$1.85K ﹤0.01% 780