LA
LM Advisors’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,430
| Closed | -$1.01M | – | 209 |
|
|
2025
Q1 | $1.01M | Buy |
+30,430
| New | +$1.01M | 0.18% | 87 |
|
|
2024
Q2 | – | Sell |
-13,440
| Closed | -$385K | – | 200 |
|
|
2024
Q1 | $385K | Hold |
13,440
| – | – | 0.06% | 154 |
|
|
2023
Q4 | $409K | Buy |
+13,440
| New | +$409K | 0.08% | 130 |
|