KCS Wealth Advisory’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-74,098
| Closed | -$468K | – | 144 |
|
|
2020
Q1 | $468K | Buy |
74,098
+2,687
| +4% | +$17K | 0.48% | 85 |
|
|
2019
Q4 | $679K | Sell |
71,411
-1,062
| -1% | -$10.1K | 0.51% | 85 |
|
|
2019
Q3 | $572K | Buy |
72,473
+3,575
| +5% | +$28.2K | 0.4% | 92 |
|
|
2019
Q2 | $497K | Buy |
68,898
+11,035
| +19% | +$79.6K | 0.39% | 103 |
|
|
2019
Q1 | $436K | Buy |
57,863
+19,656
| +51% | +$148K | 0.38% | 106 |
|
|
2018
Q4 | $219K | Sell |
38,207
-25,587
| -40% | -$147K | 0.23% | 136 |
|
|
2018
Q3 | $631K | Buy |
63,794
+2,180
| +4% | +$21.6K | 0.59% | 80 |
|
|
2018
Q2 | $655K | Sell |
61,614
-2,524
| -4% | -$26.8K | 0.61% | 70 |
|
|
2018
Q1 | $789K | Sell |
64,138
-1,222
| -2% | -$15K | 0.72% | 48 |
|
|
2017
Q4 | $886K | Buy |
+65,360
| New | +$886K | 0.86% | 28 |
|