Mark Sheptoff Financial Planning’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $87K | Hold |
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|
2025
Q2 | $74.9K | Sell |
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|
2025
Q1 | $57.9K | Hold |
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|
2024
Q4 | $67.2K | Hold |
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|
2024
Q3 | $58.5K | Sell |
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|
2024
Q2 | $57.5K | Sell |
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|
2024
Q1 | $403K | Sell |
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|
2023
Q4 | $439K | Sell |
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|
2023
Q3 | $456K | Hold |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $9K | Buy |
|