Financial Perspectives’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Hold |
490
| – | – | 0.01% | 395 |
|
|
2025
Q1 | $16.2K | Hold |
490
| – | – | 0.01% | 436 |
|
|
2024
Q4 | $18.8K | Hold |
490
| – | – | 0.01% | 415 |
|
|
2024
Q3 | $16.4K | Hold |
490
| – | – | 0.01% | 415 |
|
|
2024
Q2 | $14.5K | Hold |
490
| – | – | 0.01% | 424 |
|
|
2024
Q1 | $14K | Sell |
490
-160
| -25% | -$4.58K | 0.01% | 427 |
|
|
2023
Q4 | $14.9K | Hold |
650
| – | – | 0.01% | 417 |
|
|
2023
Q3 | $13.2K | Hold |
650
| – | – | 0.01% | 412 |
|
|
2023
Q2 | $13.5K | Hold |
650
| – | – | 0.01% | 415 |
|
|
2023
Q1 | $11.3K | Hold |
650
| – | – | 0.01% | 433 |
|
|
2022
Q4 | $10.5K | Hold |
650
| – | – | 0.01% | 436 |
|
|
2022
Q3 | $8.16K | Hold |
650
| – | – | ﹤0.01% | 454 |
|
|
2022
Q2 | $7.09K | Hold |
650
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $9.09K | Hold |
650
| – | – | ﹤0.01% | 472 |
|
|
2021
Q4 | $8.98K | Hold |
650
| – | – | ﹤0.01% | 452 |
|
|
2021
Q3 | $8.66K | Sell |
650
-2,685
| -81% | -$35.8K | ﹤0.01% | 458 |
|
|
2021
Q2 | $44.9K | Sell |
3,335
-57,724
| -95% | -$777K | 0.02% | 268 |
|
|
2021
Q1 | $2.51M | Buy |
61,059
+57,724
| +1,731% | +$2.38M | 0.12% | 128 |
|
|
2020
Q4 | $45.2K | Buy |
3,335
+1,586
| +91% | +$21.5K | 0.03% | 238 |
|
|
2020
Q3 | $14.7K | Hold |
1,749
| – | – | 0.01% | 328 |
|
|
2020
Q2 | $13.5K | Hold |
1,749
| – | – | 0.01% | 321 |
|
|
2020
Q1 | $11K | Hold |
1,749
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $16.6K | Buy |
+1,749
| New | +$16.6K | 0.01% | 284 |
|