Heritage Trust’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-664
| Closed | -$4K | – | 262 |
|
|
2018
Q4 | $4K | Hold |
664
| – | – | ﹤0.01% | 364 |
|
|
2018
Q3 | $7K | Hold |
664
| – | – | ﹤0.01% | 345 |
|
|
2018
Q2 | $7K | Hold |
664
| – | – | ﹤0.01% | 327 |
|
|
2018
Q1 | $8K | Hold |
664
| – | – | ﹤0.01% | 304 |
|
|
2017
Q4 | $9K | Hold |
664
| – | – | ﹤0.01% | 290 |
|
|
2017
Q3 | $8K | Hold |
664
| – | – | ﹤0.01% | 290 |
|
|
2017
Q2 | $8K | Hold |
664
| – | – | ﹤0.01% | 262 |
|
|
2017
Q1 | $8K | Buy |
+664
| New | +$8K | ﹤0.01% | 269 |
|