Coldstream Capital Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
10,677
-1,372
| -11% | -$68.5K | 0.01% | 629 |
|
|
2025
Q1 | $399K | Buy |
12,049
+102
| +0.9% | +$3.37K | 0.01% | 711 |
|
|
2024
Q4 | $459K | Sell |
11,947
-1,009
| -8% | -$38.7K | 0.01% | 645 |
|
|
2024
Q3 | $433K | Sell |
12,956
-384
| -3% | -$12.8K | 0.01% | 666 |
|
|
2024
Q2 | $393K | Buy |
13,340
+1,778
| +15% | +$52.4K | 0.01% | 653 |
|
|
2024
Q1 | $331K | Sell |
11,562
-3,781
| -25% | -$108K | 0.01% | 726 |
|
|
2023
Q4 | $352K | Buy |
+15,343
| New | +$352K | 0.01% | 646 |
|