Eagle Ridge Investment Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.12M | Hold |
29,117
| – | – | 0.1% | 65 |
|
|
2024
Q3 | $973K | Hold |
29,117
| – | – | 0.09% | 70 |
|
|
2024
Q2 | $859K | Hold |
29,117
| – | – | 0.08% | 77 |
|
|
2024
Q1 | $833K | Sell |
29,117
-9,521
| -25% | -$272K | 0.08% | 79 |
|
|
2023
Q4 | $887K | Hold |
38,638
| – | – | 0.09% | 79 |
|
|
2023
Q3 | $786K | Hold |
38,638
| – | – | 0.09% | 79 |
|
|
2023
Q2 | $805K | Hold |
38,638
| – | – | 0.08% | 84 |
|
|
2023
Q1 | $670K | Hold |
38,638
| – | – | 0.08% | 87 |
|
|
2022
Q4 | $625K | Hold |
38,638
| – | – | 0.07% | 93 |
|
|
2022
Q3 | $485K | Hold |
38,638
| – | – | 0.06% | 99 |
|
|
2022
Q2 | $421K | Hold |
38,638
| – | – | 0.05% | 101 |
|
|
2022
Q1 | $540K | Hold |
38,638
| – | – | 0.06% | 102 |
|
|
2021
Q4 | $534K | Sell |
38,638
-746
| -2% | -$10.3K | 0.06% | 103 |
|
|
2021
Q3 | $525K | Buy |
+39,384
| New | +$525K | 0.06% | 98 |
|