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Kathleen S. Wright Associates’s Flex FLEX Stock Holding History

Kathleen S. Wright Associates’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$58.9K Hold
1,179
– – 0.02% 139
2025
Q1 		$39K Hold
1,179
– – 0.02% 158
2024
Q4 		$45.3K Hold
1,179
– – 0.02% 152
2024
Q3 		$39.4K Buy
+1,179
New +$39.4K 0.02% 164