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 |
|