GW Henssler & Associates’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,989
| Closed | -$396K | – | 236 |
|
|
2023
Q2 | $396K | Sell |
18,989
-4,778
| -20% | -$99.5K | 0.03% | 115 |
|
|
2023
Q1 | $412K | Sell |
23,767
-2,898
| -11% | -$50.3K | 0.03% | 123 |
|
|
2022
Q4 | $431K | Hold |
26,665
| – | – | 0.03% | 116 |
|
|
2022
Q3 | $335K | Buy |
26,665
+3,987
| +18% | +$50.1K | 0.03% | 127 |
|
|
2022
Q2 | $247K | Buy |
+22,678
| New | +$247K | 0.02% | 175 |
|