Checchi Capital Advisers’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,667
| Closed | -$223K | – | 571 |
|
|
2024
Q3 | $223K | Buy |
+6,667
| New | +$223K | 0.01% | 525 |
|
|
2024
Q2 | – | Sell |
-7,245
| Closed | -$207K | – | 575 |
|
|
2024
Q1 | $207K | Sell |
7,245
-2,369
| -25% | -$67.8K | 0.02% | 541 |
|
|
2023
Q4 | $221K | Buy |
+9,614
| New | +$221K | 0.02% | 504 |
|
|
2023
Q3 | – | Sell |
-9,614
| Closed | -$200K | – | 553 |
|
|
2023
Q2 | $200K | Buy |
+9,614
| New | +$200K | 0.02% | 548 |
|
|
2016
Q3 | – | Sell |
-938
| Closed | -$8K | – | 683 |
|
|
2016
Q2 | $8K | Hold |
938
| – | – | ﹤0.01% | 1324 |
|
|
2016
Q1 | $9K | Buy |
+938
| New | +$9K | ﹤0.01% | 1322 |
|