HIS
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Harvest Investment Services’s Flex FLEX Stock Holding History

Harvest Investment Services’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27,709
Closed -$917K – 331
2025
Q1 		$917K Buy
27,709
+20,105
+264% +$665K 0.26% 96
2024
Q4 		$292K Buy
+7,604
New +$292K 0.07% 218