Independent Advisor Alliance’s Flex FLEX Stock Holding History

Independent Advisor Alliance’s Portfolio FLEX Stock Details FLEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$215K	Buy
2018 Q4	–	Sell
2018 Q3	$565K	Buy
2018 Q2	$542K	Buy
2018 Q1	$551K	Buy
2017 Q4	$583K	Buy
2017 Q3	$302K	Buy
2017 Q2	$262K	Sell
2017 Q1	$264K	Buy
2016 Q4	$211K	Buy