Cornerstone Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,524
| Closed | -$356K | – | 536 |
|
|
2023
Q3 | $356K | Buy |
+17,524
| New | +$356K | 0.03% | 385 |
|
|
2022
Q1 | – | Sell |
-21,533
| Closed | -$293K | – | 482 |
|
|
2021
Q4 | $293K | Buy |
+21,533
| New | +$293K | 0.03% | 393 |
|
|
2018
Q4 | – | Sell |
-35,057
| Closed | -$1.55M | – | 616 |
|
|
2018
Q3 | $1.55M | Sell |
35,057
-5,443
| -13% | -$241K | 0.02% | 582 |
|
|
2018
Q2 | $2.19M | Buy |
+40,500
| New | +$2.19M | 0.02% | 509 |
|