Global Retirement Partners’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $510K | Sell |
8,440
-1,231
| -13% | -$76K | 0.01% | 950 |
|
|
2025
Q3 | $561K | Sell |
9,671
-427
| -4% | -$22.7K | 0.01% | 731 |
|
|
2025
Q2 | $504K | Buy |
+10,098
| New | +$393K | 0.01% | 706 |
|
|
2024
Q4 | $409K | Sell |
10,655
-122
| -1% | -$4.52K | 0.01% | 702 |
|
|
2024
Q3 | $360K | Sell |
10,777
-203
| -2% | -$6.24K | 0.01% | 732 |
|
|
2024
Q2 | $324K | Buy |
10,980
+2,506
| +30% | +$75K | 0.01% | 718 |
|
|
2024
Q1 | $242K | Sell |
8,474
-3,132
| -27% | -$82.1K | 0.01% | 725 |
|
|
2023
Q4 | $199K | Buy |
11,606
+901
| +8% | +$18K | 0.01% | 755 |
|
|
2023
Q3 | $215K | Sell |
10,705
-2,511
| -19% | -$50.9K | 0.01% | 641 |
|
|
2023
Q2 | $275K | Buy |
13,216
+177
| +1% | +$3.16K | 0.01% | 591 |
|
|
2023
Q1 | $198K | Buy |
13,039
+4,797
| +58% | +$83K | 0.01% | 670 |
|
|
2022
Q4 | $133K | Sell |
8,242
-2,022
| -20% | -$30.3K | 0.01% | 724 |
|
|
2022
Q3 | $151K | Buy |
10,264
+399
| +4% | +$5.1K | 0.01% | 653 |
|
|
2022
Q2 | $108K | Sell |
9,865
-34
| -0.3% | -$421 | 0.01% | 714 |
|
|
2022
Q1 | $117K | Buy |
+9,899
| New | +$126K | 0.01% | 707 |
|
|
2021
Q4 | – | Sell |
-6,421
| Closed | -$86K | – | 764 |
|
|
2021
Q3 | $86K | Buy |
6,421
+1,148
| +22% | +$15.4K | 0.01% | 691 |
|
|
2021
Q2 | $71K | Buy |
5,273
+314
| +6% | +$4.27K | 0.01% | 733 |
|
|
2021
Q1 | $68K | Buy |
4,959
+385
| +8% | +$5.3K | 0.01% | 676 |
|
|
2020
Q4 | $62K | Sell |
4,574
-1,453
| -24% | -$16.8K | 0.01% | 668 |
|
|
2020
Q3 | $51K | Sell |
6,027
-503
| -8% | -$4.1K | 0.01% | 631 |
|
|
2020
Q2 | $50K | Buy |
6,530
+841
| +15% | +$6.06K | 0.01% | 644 |
|
|
2020
Q1 | $36K | Buy |
5,689
+2,541
| +81% | +$22K | 0.01% | 640 |
|
|
2019
Q4 | $30K | Buy |
+3,148
| New | +$27.1K | ﹤0.01% | 794 |
|
|
2018
Q4 | – | Sell |
-1,810
| Closed | -$18K | – | 1487 |
|
|
2018
Q3 | $18K | Buy |
1,810
+1,261
| +230% | +$13.2K | ﹤0.01% | 853 |
|
|
2018
Q2 | $6K | Buy |
549
+119
| +28% | +$1.33K | ﹤0.01% | 1149 |
|
|
2018
Q1 | $5K | Hold |
430
| – | – | ﹤0.01% | 1144 |
|
|
2017
Q4 | $6K | Hold |
430
| – | – | ﹤0.01% | 1057 |
|
|
2017
Q3 | $4K | Buy |
430
+125
| +41% | +$1.54K | ﹤0.01% | 1037 |
|
|
2017
Q2 | $3K | Buy |
+305
| New | +$3.78K | ﹤0.01% | 1022 |
|
Other funds holding FLEX
