AIA
Affinity Investment Advisors’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,333
| Closed | -$811K | – | 127 |
|
|
2024
Q1 | $811K | Hold |
28,333
| – | – | 0.59% | 61 |
|
|
2023
Q4 | $863K | Buy |
28,333
+3,113
| +12% | +$94.8K | 0.59% | 52 |
|
|
2023
Q3 | $680K | Sell |
25,220
-7,756
| -24% | -$209K | 0.44% | 81 |
|
|
2023
Q2 | $911K | Buy |
+32,976
| New | +$911K | 0.53% | 56 |
|