Cornerstone Planning Group’s Flex FLEX Stock Holding History

Cornerstone Planning Group’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 Q3	$15.1K	Buy
2025 Q2	$8.09K	Sell
2025 Q1	$5.3K	Hold
2024 Q4	$6.25K	Sell
2024 Q3	$10.7K	Sell
2024 Q2	$14.4K	Sell
2024 Q1	$30.7K	Sell
2023 Q4	$33.5K	Hold
2023 Q3	$29.7K	Buy