Financial Architects (New Jersey)’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,259
| Closed | -$16K | – | 1014 |
|
|
2019
Q2 | $16K | Sell |
2,259
-19,623
| -90% | -$139K | ﹤0.01% | 677 |
|
|
2019
Q1 | $165K | Buy |
21,882
+1,312
| +6% | +$9.89K | 0.03% | 323 |
|
|
2018
Q4 | $118K | Sell |
20,570
-265
| -1% | -$1.52K | 0.02% | 345 |
|
|
2018
Q3 | $206K | Hold |
20,835
| – | – | 0.03% | 272 |
|
|
2018
Q2 | $222K | Hold |
20,835
| – | – | 0.04% | 261 |
|
|
2018
Q1 | $256K | Buy |
20,835
+10,901
| +110% | +$134K | 0.05% | 240 |
|
|
2017
Q4 | $135K | Hold |
9,934
| – | – | 0.02% | 375 |
|
|
2017
Q3 | $124K | Hold |
9,934
| – | – | 0.02% | 411 |
|
|
2017
Q2 | $122K | Buy |
+9,934
| New | +$122K | 0.02% | 396 |
|
|
2016
Q2 | – | Sell |
-664
| Closed | -$6K | – | 1398 |
|
|
2016
Q1 | $6K | Buy |
+664
| New | +$6K | ﹤0.01% | 837 |
|