MSWA
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Marshall & Sterling Wealth Advisors’s Flex FLEX Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$44.9K Hold
900
– – 0.03% 176
2025
Q1 		$29.8K Hold
900
– – 0.02% 218
2024
Q4 		$34.6K Buy
+900
New +$34.6K 0.02% 160