Bell Investment Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Buy |
310
+43
| +16% | +$2.15K | ﹤0.01% | 505 |
|
|
2025
Q1 | $8.83K | Hold |
267
| – | – | ﹤0.01% | 654 |
|
|
2024
Q4 | $10.3K | Sell |
267
-40
| -13% | -$1.54K | ﹤0.01% | 595 |
|
|
2024
Q3 | $10.3K | Hold |
307
| – | – | ﹤0.01% | 609 |
|
|
2024
Q2 | $9.05K | Hold |
307
| – | – | ﹤0.01% | 657 |
|
|
2024
Q1 | $8.78K | Buy |
307
+62
| +25% | +$1.77K | ﹤0.01% | 641 |
|
|
2023
Q4 | $5.64K | Buy |
245
+26
| +12% | +$598 | ﹤0.01% | 815 |
|
|
2023
Q3 | $4.45K | Buy |
219
+80
| +58% | +$1.63K | ﹤0.01% | 869 |
|
|
2023
Q2 | $2.9K | Sell |
139
-19
| -12% | -$397 | ﹤0.01% | 1107 |
|
|
2023
Q1 | $2.74K | Hold |
158
| – | – | ﹤0.01% | 1093 |
|
|
2022
Q4 | $2.55K | Buy |
158
+32
| +25% | +$517 | ﹤0.01% | 1155 |
|
|
2022
Q3 | $2K | Sell |
126
-150
| -54% | -$2.38K | ﹤0.01% | 1099 |
|
|
2022
Q2 | $3K | Buy |
+276
| New | +$3K | ﹤0.01% | 937 |
|
|
2021
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1433 |
|