Clearstead Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8K | Buy |
+556
| New | +$27.8K | ﹤0.01% | 1488 |
|
|
2025
Q1 | – | Sell |
-547
| Closed | -$21K | – | 2243 |
|
|
2024
Q4 | $21K | Sell |
547
-1,565
| -74% | -$60.1K | ﹤0.01% | 1372 |
|
|
2024
Q3 | $70.6K | Sell |
2,112
-590
| -22% | -$19.7K | ﹤0.01% | 1119 |
|
|
2024
Q2 | $79.7K | Buy |
2,702
+967
| +56% | +$28.5K | ﹤0.01% | 1052 |
|
|
2024
Q1 | $49.6K | Buy |
+1,735
| New | +$49.6K | ﹤0.01% | 763 |
|
|
2023
Q4 | – | Sell |
-632
| Closed | -$12.8K | – | 1572 |
|
|
2023
Q3 | $12.8K | Buy |
+632
| New | +$12.8K | ﹤0.01% | 1083 |
|
|
2022
Q3 | – | Sell |
-763
| Closed | -$8K | – | 1285 |
|
|
2022
Q2 | $8K | Hold |
763
| – | – | ﹤0.01% | 946 |
|
|
2022
Q1 | $11K | Sell |
763
-1,107
| -59% | -$16K | ﹤0.01% | 972 |
|
|
2021
Q4 | $26K | Buy |
1,870
+128
| +7% | +$1.78K | ﹤0.01% | 759 |
|
|
2021
Q3 | $23K | Buy |
1,742
+1,629
| +1,442% | +$21.5K | ﹤0.01% | 762 |
|
|
2021
Q2 | $2K | Hold |
113
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q1 | $2K | Buy |
+113
| New | +$2K | ﹤0.01% | 960 |
|
|
2020
Q4 | – | Sell |
-40
| Closed | – | – | 990 |
|
|
2020
Q3 | $0 | Buy |
+40
| New | – | ﹤0.01% | 899 |
|