Asset Dedication LLC’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-93
| Closed | -$2K | – | 1005 |
|
|
2023
Q3 | $2K | Hold |
93
| – | – | ﹤0.01% | 892 |
|
|
2023
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 867 |
|
|
2023
Q1 | $2K | Hold |
93
| – | – | ﹤0.01% | 848 |
|
|
2022
Q4 | $2K | Hold |
93
| – | – | ﹤0.01% | 861 |
|
|
2022
Q3 | $1K | Hold |
93
| – | – | ﹤0.01% | 877 |
|
|
2022
Q2 | $1K | Hold |
93
| – | – | ﹤0.01% | 491 |
|
|
2022
Q1 | $1K | Hold |
93
| – | – | ﹤0.01% | 919 |
|
|
2021
Q4 | $1K | Hold |
93
| – | – | ﹤0.01% | 886 |
|
|
2021
Q3 | $1K | Buy |
+93
| New | +$1K | ﹤0.01% | 968 |
|