CFA
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Carroll Financial Associates’s Flex FLEX Stock Holding History

Carroll Financial Associates’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-169
Closed -$1K – 1568
2020
Q3 		$1K Hold
169
– – ﹤0.01% 1410
2020
Q2 		$1K Sell
169
-168
-50% -$1.21K ﹤0.01% 1426
2020
Q1 		$2K Buy
+337
New +$2.92K ﹤0.01% 1291

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Carroll Financial Associates's FLEX Position: Q4 2020 in Review

Carroll Financial Associates sold out of Flex (FLEX) in Q4 2020, closing a stake of 169 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in FLEX in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 323 funds tracked by Wall St. Rank hold FLEX as of Q4 2020.

  • Carroll Financial Associates reported no remaining Flex position as of Q4 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 169 Flex shares in Q4 2020, an estimated $1K.
  • Carroll Financial Associates first reported a position in Flex in Q1 2020 and held it in 3 quarters.
  • Carroll Financial Associates's Flex position peaked at $2K in Q1 2020.
  • 323 funds tracked by Wall St. Rank held Flex as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.