Financial Synergies Wealth Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$172 | – | 205 |
|
|
2024
Q1 | $172 | Sell |
6
-2
| -25% | -$57 | ﹤0.01% | 491 |
|
|
2023
Q4 | $129 | Hold |
8
| – | – | ﹤0.01% | 448 |
|
|
2023
Q3 | $162 | Hold |
8
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $166 | Hold |
8
| – | – | ﹤0.01% | 486 |
|
|
2023
Q1 | $139 | Hold |
8
| – | – | ﹤0.01% | 485 |
|
|
2022
Q4 | $129 | Hold |
8
| – | – | ﹤0.01% | 448 |
|
|
2022
Q3 | $100 | Hold |
8
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $87 | Buy |
+8
| New | +$87 | ﹤0.01% | 482 |
|