Cyndeo Wealth Partners’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-85,259
| Closed | -$2.82M | – | 476 |
|
|
2025
Q1 | $2.82M | Buy |
85,259
+137
| +0.2% | +$4.53K | 0.19% | 134 |
|
|
2024
Q4 | $3.27M | Buy |
85,122
+64
| +0.1% | +$2.46K | 0.22% | 119 |
|
|
2024
Q3 | $2.84M | Sell |
85,058
-10,337
| -11% | -$346K | 0.2% | 134 |
|
|
2024
Q2 | $2.81M | Sell |
95,395
-153
| -0.2% | -$4.51K | 0.22% | 127 |
|
|
2024
Q1 | $2.73M | Buy |
95,548
+28,053
| +42% | +$803K | 0.23% | 123 |
|
|
2023
Q4 | $1.55M | Buy |
+67,495
| New | +$1.55M | 0.14% | 161 |
|