American Capital Advisory’s Flex FLEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.6K Buy
1,514
+14
+0.9% +$699 0.04% 147
2025
Q1
$49.6K Hold
1,500
0.03% 180
2024
Q4
$57.6K Hold
1,500
0.03% 164
2024
Q3
$50.1K Hold
1,500
0.03% 178
2024
Q2
$45.7K Buy
+1,500
New +$45.7K 0.03% 162
2024
Q1
Sell
-1,991
Closed -$45.7K 484
2023
Q4
$45.7K Buy
+1,991
New +$45.7K 0.03% 162