Independent Advisor Alliance’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-58,465
| Closed | -$565K | – | 418 |
|
|
2018
Q3 | $565K | Buy |
58,465
+7,050
| +14% | +$68.1K | 0.1% | 172 |
|
|
2018
Q2 | $542K | Buy |
51,415
+5,705
| +12% | +$60.1K | 0.11% | 174 |
|
|
2018
Q1 | $551K | Buy |
45,710
+4,106
| +10% | +$49.5K | 0.12% | 179 |
|
|
2017
Q4 | $583K | Buy |
41,604
+18,025
| +76% | +$253K | 0.13% | 166 |
|
|
2017
Q3 | $302K | Buy |
23,579
+2,404
| +11% | +$30.8K | 0.08% | 210 |
|
|
2017
Q2 | $262K | Sell |
21,175
-135
| -0.6% | -$1.67K | 0.08% | 203 |
|
|
2017
Q1 | $264K | Buy |
21,310
+2,165
| +11% | +$26.8K | 0.04% | 329 |
|
|
2016
Q4 | $211K | Buy |
+19,145
| New | +$211K | 0.09% | 171 |
|