HWM
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HB Wealth Management’s Flex FLEX Stock Holding History

HB Wealth Management’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 		$340K Sell
6,805
-260
-4% -$13K ﹤0.01% 879
2025
Q1 		$234K Buy
7,065
+1,343
+23% +$44.4K ﹤0.01% 1049
2024
Q4 		$220K Buy
+5,722
New +$220K ﹤0.01% 928