Avantax Advisory Services’s Fluence Energy FLNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20,515	Closed	-$356K	–	2093
2024 Q1	$356K	Buy	20,515 +7,890	+62%	+$137K	﹤0.01%	1208
2023 Q4	$301K	Sell	12,625 -4,275	-25%	-$102K	﹤0.01%	1232
2023 Q3	$389K	Sell	16,900 -6,054	-26%	-$139K	﹤0.01%	1055
2023 Q2	$611K	Buy	+22,954	New	+$611K	0.01%	868