AE Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
6,679
-361
| -5% | -$18K | ﹤0.01% | 1074 |
|
|
2025
Q1 | $233K | Buy |
+7,040
| New | +$233K | ﹤0.01% | 1212 |
|
|
2023
Q4 | – | Sell |
-11,069
| Closed | -$225K | – | 2090 |
|
|
2023
Q3 | $225K | Sell |
11,069
-139
| -1% | -$2.83K | ﹤0.01% | 1735 |
|
|
2023
Q2 | $233K | Buy |
+11,208
| New | +$233K | ﹤0.01% | 1689 |
|
|
2021
Q3 | – | Sell |
-47,696
| Closed | -$642K | – | 1638 |
|
|
2021
Q2 | $642K | Buy |
47,696
+9,320
| +24% | +$125K | 0.01% | 1033 |
|
|
2021
Q1 | $530K | Buy |
+38,376
| New | +$530K | 0.01% | 1000 |
|