Axxcess Wealth Management’s Omega Flex OFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,756
| Closed | -$255K | – | 653 |
|
|
2022
Q3 | $255K | Buy |
2,756
+55
| +2% | +$5.09K | 0.02% | 437 |
|
|
2022
Q2 | $291K | Buy |
2,701
+150
| +6% | +$16.2K | 0.03% | 399 |
|
|
2022
Q1 | $331K | Buy |
2,551
+505
| +25% | +$65.5K | 0.03% | 448 |
|
|
2021
Q4 | $260K | Buy |
+2,046
| New | +$260K | 0.02% | 516 |
|