Gradient Investments’s Flex FLEX Stock Holding History

Gradient Investments’s Portfolio FLEX Stock Details FLEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$13.1M	Buy
2022 Q4	–	Sell
2022 Q3	$1K	Buy
2018 Q3	–	Sell
2018 Q2	$4K	Hold
2018 Q1	$5K	Sell
2017 Q4	$7K	Buy