Capital Analysts LLC’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-54
| Closed | -$1K | – | 1137 |
|
|
2023
Q3 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 1095 |
|
|
2022
Q1 | – | Sell |
-2,556
| Closed | -$35K | – | 964 |
|
|
2021
Q4 | $35K | Sell |
2,556
-7,335
| -74% | -$100K | ﹤0.01% | 619 |
|
|
2021
Q3 | $132K | Sell |
9,891
-124
| -1% | -$1.66K | 0.01% | 400 |
|
|
2021
Q2 | $135K | Hold |
10,015
| – | – | 0.01% | 395 |
|
|
2021
Q1 | $138K | Buy |
+10,015
| New | +$138K | 0.01% | 396 |
|
|
2019
Q2 | – | Sell |
-288
| Closed | -$2K | – | 696 |
|
|
2019
Q1 | $2K | Sell |
288
-277
| -49% | -$1.92K | ﹤0.01% | 606 |
|
|
2018
Q4 | $3K | Sell |
565
-92,651
| -99% | -$492K | ﹤0.01% | 531 |
|
|
2018
Q3 | $922K | Buy |
93,216
+7,408
| +9% | +$73.3K | 0.11% | 150 |
|
|
2018
Q2 | $912K | Buy |
85,808
+1,344
| +2% | +$14.3K | 0.11% | 148 |
|
|
2018
Q1 | $1.04M | Buy |
84,464
+4,025
| +5% | +$49.5K | 0.13% | 136 |
|
|
2017
Q4 | $1.09M | Buy |
80,439
+339
| +0.4% | +$4.6K | 0.14% | 129 |
|
|
2017
Q3 | $1M | Buy |
80,100
+3,263
| +4% | +$40.7K | 0.13% | 126 |
|
|
2017
Q2 | $944K | Buy |
76,837
+5,601
| +8% | +$68.8K | 0.13% | 126 |
|
|
2017
Q1 | $902K | Buy |
71,236
+7,093
| +11% | +$89.8K | 0.14% | 107 |
|
|
2016
Q4 | $695K | Buy |
64,143
+1,560
| +2% | +$16.9K | 0.12% | 123 |
|
|
2016
Q3 | $642K | Buy |
+62,583
| New | +$642K | 0.12% | 120 |
|