Diversified Trust’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
7,518
+367
| +5% | +$18.3K | 0.01% | 684 |
|
|
2025
Q1 | $237K | Sell |
7,151
-15
| -0.2% | -$496 | 0.01% | 799 |
|
|
2024
Q4 | $275K | Buy |
7,166
+29
| +0.4% | +$1.11K | 0.01% | 766 |
|
|
2024
Q3 | $239K | Sell |
7,137
-205
| -3% | -$6.85K | 0.01% | 789 |
|
|
2024
Q2 | $217K | Buy |
+7,342
| New | +$217K | 0.01% | 768 |
|