Financial Perspectives’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.4K | Hold |
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|
2025
Q2 | $24.5K | Hold |
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|
2025
Q1 | $16.2K | Hold |
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|
2024
Q4 | $18.8K | Hold |
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|
2024
Q3 | $16.4K | Hold |
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|
2024
Q2 | $14.4K | Hold |
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|
2024
Q1 | $14K | Sell |
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|
2023
Q4 | $14.9K | Hold |
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|
2023
Q3 | $13.2K | Hold |
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|
2023
Q2 | $13.5K | Hold |
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|
2023
Q1 | $11.3K | Hold |
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|
2022
Q4 | $10.5K | Hold |
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|
2022
Q3 | $8.16K | Hold |
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|
2022
Q2 | $7.09K | Hold |
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|
2022
Q1 | $9.09K | Hold |
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|
2021
Q4 | $8.98K | Hold |
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|
2021
Q3 | $8.66K | Sell |
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|
2021
Q2 | $44.9K | Sell |
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|
2021
Q1 | $2.51M | Buy |
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|
2020
Q4 | $45.2K | Buy |
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|
2020
Q3 | $14.7K | Hold |
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|
2020
Q2 | $13.5K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $16.6K | Buy |
|