Benchmark Financial Wealth Advisors’s FlexShopper FPAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-189,977
Closed -$196K 104
2024
Q3
$196K Sell
189,977
-34,001
-15% -$35K 0.07% 99
2024
Q2
$287K Hold
223,978
0.11% 71
2024
Q1
$334K Sell
223,978
-5,000
-2% -$7.45K 0.13% 62
2023
Q4
$382K Sell
228,978
-100,000
-30% -$167K 0.16% 53
2023
Q3
$344K Hold
328,978
0.16% 46
2023
Q2
$421K Hold
328,978
0.2% 40
2023
Q1
$280K Hold
328,978
0.14% 52
2022
Q4
$304K Buy
328,978
+3,500
+1% +$3.24K 0.17% 53
2022
Q3
$605K Hold
325,478
0.36% 32
2022
Q2
$293K Sell
325,478
-14,500
-4% -$13.1K 0.15% 49
2022
Q1
$581K Hold
339,978
0.25% 40
2021
Q4
$799K Hold
339,978
0.33% 32
2021
Q3
$1.05M Hold
339,978
0.5% 27
2021
Q2
$1.01M Hold
339,978
0.48% 29
2021
Q1
$894K Buy
339,978
+69
+0% +$181 0.49% 29
2020
Q4
$874K Hold
339,909
0.48% 29
2020
Q3
$602K Sell
339,909
-1,130
-0.3% -$2K 0.39% 32
2020
Q2
$593K Hold
341,039
0.44% 30
2020
Q1
$433K Buy
341,039
+54,750
+19% +$69.5K 0.44% 25
2019
Q4
$724K Buy
286,289
+84,559
+42% +$214K 0.6% 18
2019
Q3
$311K Buy
201,730
+5,000
+3% +$7.71K 0.3% 27
2019
Q2
$216K Hold
196,730
0.21% 35
2019
Q1
$161K Hold
196,730
0.17% 33
2018
Q4
$150K Buy
196,730
+177,630
+930% +$135K 0.19% 29
2018
Q3
$17K Buy
+19,100
New +$17K 0.02% 13