Atria Wealth Solutions’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
+12,787
| New | +$650K | 0.01% | 810 |
|
|
2025
Q1 | – | Sell |
-20,771
| Closed | -$797K | – | 1921 |
|
|
2024
Q4 | $797K | Sell |
20,771
-1,086
| -5% | -$41.7K | 0.01% | 1016 |
|
|
2024
Q3 | $731K | Buy |
21,857
+6,220
| +40% | +$208K | 0.01% | 1041 |
|
|
2024
Q2 | $461K | Buy |
15,637
+7,901
| +102% | +$233K | 0.01% | 1273 |
|
|
2024
Q1 | $221K | Sell |
7,736
-32,738
| -81% | -$937K | ﹤0.01% | 1747 |
|
|
2023
Q4 | $929K | Buy |
+40,474
| New | +$929K | 0.01% | 888 |
|
|
2023
Q3 | – | Sell |
-9,621
| Closed | -$200K | – | 1889 |
|
|
2023
Q2 | $200K | Buy |
+9,621
| New | +$200K | ﹤0.01% | 1697 |
|