Envestnet Portfolio Solutions’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Sell |
16,088
-3,858
| -19% | -$193K | ﹤0.01% | 885 |
|
|
2025
Q1 | $660K | Sell |
19,946
-42,782
| -68% | -$1.42M | ﹤0.01% | 941 |
|
|
2024
Q4 | $2.41M | Sell |
62,728
-6,256
| -9% | -$240K | 0.01% | 603 |
|
|
2024
Q3 | $2.31M | Buy |
68,984
+2,858
| +4% | +$95.5K | 0.01% | 608 |
|
|
2024
Q2 | $1.95M | Buy |
66,126
+1,552
| +2% | +$45.8K | 0.01% | 651 |
|
|
2024
Q1 | $1.85M | Sell |
64,574
-51,204
| -44% | -$1.46M | 0.01% | 660 |
|
|
2023
Q4 | $2.66M | Buy |
115,778
+37,457
| +48% | +$860K | 0.01% | 517 |
|
|
2023
Q3 | $1.59M | Buy |
+78,321
| New | +$1.59M | 0.01% | 617 |
|