Evergreen Capital 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 | $1.08M | Buy |
21,635
+632
| +3% | +$31.5K | 0.03% | 351 |
|
2025
Q1 | $695K | Sell |
21,003
-3,095
| -13% | -$102K | 0.02% | 401 |
|
2024
Q4 | $925K | Buy |
24,098
+246
| +1% | +$9.44K | 0.03% | 350 |
|
2024
Q3 | $797K | Buy |
23,852
+24
| +0.1% | +$802 | 0.03% | 370 |
|
2024
Q2 | $703K | Sell |
23,828
-85
| -0.4% | -$2.51K | 0.03% | 378 |
|
2024
Q1 | $684K | Sell |
23,913
-7,701
| -24% | -$220K | 0.03% | 363 |
|
2023
Q4 | $726K | Buy |
31,614
+47
| +0.1% | +$1.08K | 0.03% | 336 |
|
2023
Q3 | $642K | Sell |
31,567
-265
| -0.8% | -$5.39K | 0.03% | 339 |
|
2023
Q2 | $663K | Buy |
31,832
+1,308
| +4% | +$27.2K | 0.03% | 339 |
|
2023
Q1 | $529K | Sell |
30,524
-61
| -0.2% | -$1.06K | 0.02% | 371 |
|
2022
Q4 | $495K | Buy |
30,585
+24
| +0.1% | +$388 | 0.02% | 370 |
|
2022
Q3 | $384K | Buy |
30,561
+1,326
| +5% | +$16.7K | 0.02% | 392 |
|
2022
Q2 | $319K | Sell |
29,235
-2,084
| -7% | -$22.7K | 0.02% | 410 |
|
2022
Q1 | $438K | Sell |
31,319
-290
| -0.9% | -$4.06K | 0.02% | 402 |
|
2021
Q4 | $437K | Buy |
31,609
+235
| +0.7% | +$3.25K | 0.02% | 394 |
|
2021
Q3 | $418K | Buy |
31,374
+7,207
| +30% | +$96K | 0.02% | 378 |
|
2021
Q2 | $325K | Hold |
24,167
| – | – | 0.02% | 402 |
|
2021
Q1 | $333K | Hold |
24,167
| – | – | 0.02% | 379 |
|
2020
Q4 | $327K | Buy |
+24,167
| New | +$327K | 0.02% | 329 |
|