Kelly Financial Services’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-578
| Closed | -$17K | – | 316 |
|
|
2024
Q2 | $17K | Buy |
578
+148
| +34% | +$4.36K | 0.01% | 350 |
|
|
2024
Q1 | $12.3K | Sell |
430
-141
| -25% | -$4.03K | ﹤0.01% | 394 |
|
|
2023
Q4 | $13.1K | Hold |
571
| – | – | 0.01% | 358 |
|
|
2023
Q3 | $11.6K | Buy |
571
+186
| +48% | +$3.78K | 0.01% | 348 |
|
|
2023
Q2 | $8.02K | Buy |
+385
| New | +$8.02K | ﹤0.01% | 387 |
|