CWMS
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Cannon Wealth Management Services’s Flex FLEX Stock Holding History

Cannon Wealth Management Services’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,120
Closed -$207K – 78
2024
Q4 		$207K Sell
5,120
-964
-16% -$39K 0.18% 76
2024
Q3 		$203K Buy
+6,084
New +$203K 0.19% 84