Cetera Trust Company’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Hold |
9,600
| – | – | 0.29% | 66 |
|
|
2025
Q1 | $318K | Hold |
9,600
| – | – | 0.2% | 90 |
|
|
2024
Q4 | $369K | Hold |
9,600
| – | – | 0.24% | 71 |
|
|
2024
Q3 | $321K | Sell |
9,600
-120
| -1% | -$4.01K | 0.2% | 98 |
|
|
2024
Q2 | $287K | Sell |
9,720
-280
| -3% | -$8.26K | 0.18% | 100 |
|
|
2024
Q1 | $286K | Sell |
10,000
-3,270
| -25% | -$93.6K | 0.17% | 104 |
|
|
2023
Q4 | $305K | Buy |
+13,270
| New | +$305K | 0.19% | 92 |
|