Concord Wealth Partners’s Flex FLEX Stock Holding History

Concord Wealth Partners’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$27.6K	Buy
2023 Q2	–	Sell
2023 Q1	$4.6K	Hold
2022 Q4	$4.29K	Buy