Avantax Planning Partners’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Hold |
14,585
| – | – | 0.02% | 216 |
|
|
2025
Q1 | $482K | Sell |
14,585
-40
| -0.3% | -$1.32K | 0.02% | 265 |
|
|
2024
Q4 | $561K | Hold |
14,625
| – | – | 0.02% | 241 |
|
|
2024
Q3 | $489K | Sell |
14,625
-1,175
| -7% | -$39.3K | 0.02% | 261 |
|
|
2024
Q2 | $466K | Sell |
15,800
-138
| -0.9% | -$4.07K | 0.02% | 297 |
|
|
2024
Q1 | $456K | Buy |
+15,938
| New | +$456K | 0.01% | 304 |
|
|
2018
Q4 | – | Sell |
-438
| Closed | -$4K | – | 593 |
|
|
2018
Q3 | $4K | Buy |
+438
| New | +$4K | ﹤0.01% | 1157 |
|