Integrated Wealth Concepts’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
10,501
-2,378
| -18% | -$119K | 0.01% | 1247 |
|
|
2025
Q1 | $426K | Sell |
12,879
-666
| -5% | -$22K | 0.01% | 1217 |
|
|
2024
Q4 | $520K | Sell |
13,545
-1,457
| -10% | -$55.9K | 0.01% | 1105 |
|
|
2024
Q3 | $502K | Sell |
15,002
-1,715
| -10% | -$57.3K | 0.01% | 1081 |
|
|
2024
Q2 | $493K | Sell |
16,717
-1,336
| -7% | -$39.4K | 0.01% | 1060 |
|
|
2024
Q1 | $516K | Sell |
18,053
-14,060
| -44% | -$402K | 0.01% | 1043 |
|
|
2023
Q4 | $737K | Buy |
32,113
+3,803
| +13% | +$87.3K | 0.01% | 842 |
|
|
2023
Q3 | $576K | Sell |
28,310
-1,540
| -5% | -$31.3K | 0.01% | 916 |
|
|
2023
Q2 | $622K | Buy |
29,850
+14,651
| +96% | +$305K | 0.01% | 890 |
|
|
2023
Q1 | $264K | Sell |
15,199
-76
| -0.5% | -$1.32K | 0.01% | 1109 |
|
|
2022
Q4 | $247K | Buy |
+15,275
| New | +$247K | 0.01% | 877 |
|
|
2022
Q2 | – | Sell |
-15,733
| Closed | -$220K | – | 1013 |
|
|
2022
Q1 | $220K | Buy |
15,733
+362
| +2% | +$5.06K | 0.01% | 848 |
|
|
2021
Q4 | $212K | Sell |
15,371
-1,413
| -8% | -$19.5K | 0.01% | 914 |
|
|
2021
Q3 | $224K | Sell |
16,784
-705
| -4% | -$9.41K | 0.01% | 845 |
|
|
2021
Q2 | $236K | Buy |
+17,489
| New | +$236K | 0.01% | 721 |
|