Lake Street Advisors Group’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $661K | Sell |
17,219
-16
| -0.1% | -$614 | 0.03% | 284 |
|
|
2024
Q3 | $576K | Buy |
17,235
+19
| +0.1% | +$635 | 0.03% | 301 |
|
|
2024
Q2 | $508K | Buy |
17,216
+50
| +0.3% | +$1.48K | 0.02% | 313 |
|
|
2024
Q1 | $491K | Sell |
17,166
-5,515
| -24% | -$158K | 0.02% | 349 |
|
|
2023
Q4 | $521K | Hold |
22,681
| – | – | 0.03% | 322 |
|
|
2023
Q3 | $461K | Hold |
22,681
| – | – | 0.03% | 214 |
|
|
2023
Q2 | $472K | Hold |
22,681
| – | – | 0.03% | 212 |
|
|
2023
Q1 | $393K | Buy |
+22,681
| New | +$393K | 0.02% | 208 |
|