Focus Partners Wealth’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Buy |
17,419
+610
| +4% | +$30.5K | ﹤0.01% | 1196 |
|
|
2025
Q1 | $556K | Sell |
16,809
-4,456
| -21% | -$147K | ﹤0.01% | 1289 |
|
|
2024
Q4 | $816K | Buy |
21,265
+3,317
| +18% | +$127K | ﹤0.01% | 1120 |
|
|
2024
Q3 | $1.29M | Buy |
17,948
+8,248
| +85% | +$593K | ﹤0.01% | 875 |
|
|
2024
Q2 | $286K | Buy |
9,700
+1,879
| +24% | +$55.4K | ﹤0.01% | 1080 |
|
|
2024
Q1 | $224K | Buy |
+7,821
| New | +$224K | ﹤0.01% | 902 |
|