Great Lakes Retirement’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,446
| Closed | -$42.6K | – | 361 |
|
2024
Q2 | $42.6K | Sell |
1,446
-10,019
| -87% | -$295K | 0.01% | 294 |
|
2024
Q1 | $328K | Sell |
11,465
-4,036
| -26% | -$115K | 0.05% | 195 |
|
2023
Q4 | $356K | Sell |
15,501
-1,640
| -10% | -$37.6K | 0.06% | 188 |
|
2023
Q3 | $349K | Sell |
17,141
-7,310
| -30% | -$149K | 0.06% | 186 |
|
2023
Q2 | $509K | Sell |
24,451
-189
| -0.8% | -$3.94K | 0.09% | 167 |
|
2023
Q1 | $427K | Buy |
+24,640
| New | +$427K | 0.08% | 180 |
|