Integrated Wealth Concepts’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $477K | Sell |
|
|||||
|
2025
Q2 | $524K | Sell |
|
|||||
|
2025
Q1 | $426K | Sell |
|
|||||
|
2024
Q4 | $520K | Sell |
|
|||||
|
2024
Q3 | $502K | Sell |
|
|||||
|
2024
Q2 | $493K | Sell |
|
|||||
|
2024
Q1 | $516K | Sell |
|
|||||
|
2023
Q4 | $737K | Buy |
|
|||||
|
2023
Q3 | $576K | Sell |
|
|||||
|
2023
Q2 | $622K | Buy |
|
|||||
|
2023
Q1 | $264K | Sell |
|
|||||
|
2022
Q4 | $247K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $220K | Buy |
|
|||||
|
2021
Q4 | $212K | Sell |
|
|||||
|
2021
Q3 | $224K | Sell |
|
|||||
|
2021
Q2 | $236K | Buy |
|