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Foundations Investment Advisors’s Flex FLEX Stock Holding History

Foundations Investment Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,734
Closed -$620K – 953
2025
Q1 		$620K Buy
18,734
+12,672
+209% +$419K 0.01% 516
2024
Q4 		$233K Sell
6,062
-1,415
-19% -$54.3K ﹤0.01% 750
2024
Q3 		$250K Buy
+7,477
New +$250K 0.01% 689