Mark Sheptoff Financial Planning’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.9K | Sell |
1,500
-250
| -14% | -$12.5K | 0.04% | 152 |
|
|
2025
Q1 | $57.9K | Hold |
1,750
| – | – | 0.03% | 160 |
|
|
2024
Q4 | $67.2K | Hold |
1,750
| – | – | 0.04% | 153 |
|
|
2024
Q3 | $58.5K | Sell |
1,750
-200
| -10% | -$6.69K | 0.03% | 163 |
|
|
2024
Q2 | $57.5K | Sell |
1,950
-12,150
| -86% | -$358K | 0.03% | 170 |
|
|
2024
Q1 | $403K | Sell |
14,100
-5,009
| -26% | -$143K | 0.22% | 63 |
|
|
2023
Q4 | $439K | Sell |
19,109
-3,317
| -15% | -$76.1K | 0.26% | 54 |
|
|
2023
Q3 | $456K | Hold |
22,426
| – | – | 0.29% | 52 |
|
|
2023
Q2 | $467K | Sell |
22,426
-4,778
| -18% | -$99.5K | 0.27% | 54 |
|
|
2023
Q1 | $472K | Buy |
27,204
+6,768
| +33% | +$117K | 0.27% | 58 |
|
|
2022
Q4 | $330K | Buy |
20,436
+19,507
| +2,100% | +$315K | 0.19% | 73 |
|
|
2022
Q3 | $12K | Hold |
929
| – | – | 0.01% | 240 |
|
|
2022
Q2 | $10K | Hold |
929
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $13K | Hold |
929
| – | – | 0.01% | 277 |
|
|
2021
Q4 | $13K | Hold |
929
| – | – | 0.01% | 292 |
|
|
2021
Q3 | $12K | Hold |
929
| – | – | 0.01% | 287 |
|
|
2021
Q2 | $13K | Hold |
929
| – | – | 0.01% | 307 |
|
|
2021
Q1 | $13K | Hold |
929
| – | – | 0.01% | 271 |
|
|
2020
Q4 | $13K | Hold |
929
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $8K | Hold |
929
| – | – | ﹤0.01% | 243 |
|
|
2020
Q2 | $7K | Hold |
929
| – | – | ﹤0.01% | 275 |
|
|
2020
Q1 | $6K | Hold |
929
| – | – | ﹤0.01% | 262 |
|
|
2019
Q4 | $9K | Buy |
+929
| New | +$9K | 0.01% | 288 |
|