JNBA Financial Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,460
| Closed | -$14K | – | 583 |
|
2019
Q4 | $14K | Hold |
1,460
| – | – | ﹤0.01% | 390 |
|
2019
Q3 | $12K | Sell |
1,460
-132
| -8% | -$1.09K | ﹤0.01% | 390 |
|
2019
Q2 | $11K | Buy |
1,592
+132
| +9% | +$912 | ﹤0.01% | 421 |
|
2019
Q1 | $11K | Hold |
1,460
| – | – | ﹤0.01% | 395 |
|
2018
Q4 | $8K | Buy |
+1,460
| New | +$8K | ﹤0.01% | 395 |
|
2018
Q3 | – | Sell |
-1,460
| Closed | -$16K | – | 565 |
|
2018
Q2 | $16K | Buy |
+1,460
| New | +$16K | ﹤0.01% | 339 |
|
2016
Q4 | – | Sell |
-1,484
| Closed | -$15K | – | 780 |
|
2016
Q3 | $15K | Buy |
+1,484
| New | +$15K | ﹤0.01% | 898 |
|