Cutter & Co Brokerage’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-31,185
| Closed | -$308K | – | 273 |
|
|
2018
Q3 | $308K | Buy |
31,185
+929
| +3% | +$9.18K | 0.11% | 186 |
|
|
2018
Q2 | $322K | Hold |
30,256
| – | – | 0.12% | 165 |
|
|
2018
Q1 | $372K | Buy |
30,256
+8,891
| +42% | +$109K | 0.15% | 145 |
|
|
2017
Q4 | $290K | Sell |
21,365
-9,820
| -31% | -$133K | 0.12% | 166 |
|
|
2017
Q3 | $389K | Sell |
31,185
-530
| -2% | -$6.61K | 0.15% | 139 |
|
|
2017
Q2 | $390K | Hold |
31,715
| – | – | 0.15% | 146 |
|
|
2017
Q1 | $402K | Sell |
31,715
-13,934
| -31% | -$177K | 0.17% | 130 |
|
|
2016
Q4 | $494K | Buy |
+45,649
| New | +$494K | 0.2% | 102 |
|