Disciplined Investments’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-150
| Closed | -$3.12K | – | 617 |
|
|
2023
Q2 | $3.12K | Sell |
150
-19
| -11% | -$396 | ﹤0.01% | 515 |
|
|
2023
Q1 | $2.92K | Sell |
169
-11
| -6% | -$190 | ﹤0.01% | 528 |
|
|
2022
Q4 | $2.92K | Hold |
180
| – | – | ﹤0.01% | 499 |
|
|
2022
Q3 | $2K | Buy |
180
+11
| +7% | +$122 | ﹤0.01% | 631 |
|
|
2022
Q2 | $2K | Buy |
169
+32
| +23% | +$379 | ﹤0.01% | 654 |
|
|
2022
Q1 | $2K | Buy |
+137
| New | +$2K | ﹤0.01% | 691 |
|