Dynasty Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.21M | Sell |
24,214
-13,019
| -35% | -$650K | 0.02% | 123 |
|
2025
Q1 | $1.23M | Buy |
37,233
+276
| +0.7% | +$9.13K | 0.02% | 131 |
|
2024
Q4 | $1.42M | Buy |
36,957
+819
| +2% | +$31.4K | 0.02% | 119 |
|
2024
Q3 | $1.21M | Buy |
36,138
+2,489
| +7% | +$83.2K | 0.04% | 121 |
|
2024
Q2 | $992K | Buy |
33,649
+21,954
| +188% | +$647K | 0.03% | 135 |
|
2024
Q1 | $335K | Buy |
+11,695
| New | +$335K | 0.01% | 217 |
|