Clearstead Trust’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8K | Hold |
476
| – | – | ﹤0.01% | 402 |
|
|
2025
Q1 | $15.7K | Hold |
476
| – | – | ﹤0.01% | 388 |
|
|
2024
Q4 | $18.3K | Hold |
476
| – | – | ﹤0.01% | 322 |
|
|
2024
Q3 | $15.9K | Hold |
476
| – | – | ﹤0.01% | 324 |
|
|
2024
Q2 | $14K | Hold |
476
| – | – | ﹤0.01% | 334 |
|
|
2024
Q1 | $13.6K | Sell |
476
-156
| -25% | -$4.46K | ﹤0.01% | 339 |
|
|
2023
Q4 | $14.5K | Hold |
632
| – | – | ﹤0.01% | 320 |
|
|
2023
Q3 | $12.8K | Hold |
632
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $13.2K | Sell |
632
-43
| -6% | -$895 | ﹤0.01% | 301 |
|
|
2023
Q1 | $11.7K | Sell |
675
-88
| -12% | -$1.53K | ﹤0.01% | 293 |
|
|
2022
Q4 | $12K | Hold |
763
| – | – | ﹤0.01% | 300 |
|
|
2022
Q3 | $10K | Buy |
+763
| New | +$10K | ﹤0.01% | 289 |
|