Baystate Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-311
| Closed | -$5.38K | – | 1066 |
|
|
2023
Q1 | $5.38K | Hold |
311
| – | – | ﹤0.01% | 673 |
|
|
2022
Q4 | $5K | Buy |
+311
| New | +$5K | ﹤0.01% | 685 |
|
|
2018
Q3 | – | Sell |
-398
| Closed | -$4K | – | 689 |
|
|
2018
Q2 | $4K | Hold |
398
| – | – | ﹤0.01% | 472 |
|
|
2018
Q1 | $5K | Hold |
398
| – | – | ﹤0.01% | 424 |
|
|
2017
Q4 | $6K | Hold |
398
| – | – | ﹤0.01% | 409 |
|
|
2017
Q3 | $5K | Hold |
398
| – | – | ﹤0.01% | 406 |
|
|
2017
Q2 | $5K | Hold |
398
| – | – | ﹤0.01% | 408 |
|
|
2017
Q1 | $5K | Hold |
398
| – | – | ﹤0.01% | 390 |
|
|
2016
Q4 | $4K | Buy |
+398
| New | +$4K | ﹤0.01% | 366 |
|