Cresset Asset Management’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Sell |
11,933
-533
| -4% | -$26.6K | ﹤0.01% | 980 |
|
|
2025
Q1 | $412K | Buy |
12,466
+1,932
| +18% | +$63.9K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $404K | Sell |
10,534
-489
| -4% | -$18.8K | ﹤0.01% | 1167 |
|
|
2024
Q3 | $368K | Buy |
11,023
+14
| +0.1% | +$468 | ﹤0.01% | 1668 |
|
|
2024
Q2 | $325K | Buy |
11,009
+3,331
| +43% | +$98.2K | ﹤0.01% | 1635 |
|
|
2024
Q1 | $220K | Buy |
+7,678
| New | +$220K | ﹤0.01% | 1709 |
|
|
2019
Q2 | – | Sell |
-405
| Closed | -$3K | – | 887 |
|
|
2019
Q1 | $3K | Hold |
405
| – | – | ﹤0.01% | 1507 |
|
|
2018
Q4 | $2K | Buy |
+405
| New | +$2K | ﹤0.01% | 1303 |
|