Householder Group Estate & Retirement Specialist’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 |
-1,209
| Closed | -$35K | – | 1215 |
|
|
2024
Q2 | $35K | Hold |
1,209
| – | – | 0.01% | 551 |
|
|
2024
Q1 | $34.6K | Sell |
1,209
-395
| -25% | -$11.3K | 0.01% | 548 |
|
|
2023
Q4 | $36K | Sell |
1,604
-1,589
| -50% | -$35.7K | 0.01% | 524 |
|
|
2023
Q3 | $64.9K | Buy |
+3,193
| New | +$64.9K | 0.02% | 396 |
|
|
2023
Q1 | $65K | Buy |
3,737
+839
| +29% | +$14.6K | 0.02% | 387 |
|
|
2022
Q4 | $46K | Sell |
2,898
-1,869
| -39% | -$29.7K | 0.07% | 118 |
|
|
2022
Q3 | $59K | Buy |
+4,767
| New | +$59K | 0.02% | 363 |
|