Forum Financial Management’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 | $861K | Buy |
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|
2025
Q2 | $742K | Sell |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $699K | Sell |
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|
2024
Q3 | $620K | Sell |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $621K | Hold |
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|
2023
Q3 | $550K | Hold |
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|
2023
Q2 | $564K | Hold |
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|
2023
Q1 | $469K | Hold |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $374K | Buy |
|