Icon Wealth Partners’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,919
| Closed | -$22K | – | 375 |
|
|
2019
Q1 | $22K | Buy |
+2,919
| New | +$22K | 0.01% | 525 |
|
|
2018
Q3 | – | Sell |
-3,417
| Closed | -$36K | – | 421 |
|
|
2018
Q2 | $36K | Buy |
+3,417
| New | +$36K | 0.02% | 456 |
|
|
2018
Q1 | – | Sell |
-2,475
| Closed | -$34K | – | 421 |
|
|
2017
Q4 | $34K | Buy |
+2,475
| New | +$34K | 0.02% | 499 |
|