MAM
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McCarthy Asset Management’s Flex FLEX Stock Holding History

McCarthy Asset Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-133
Closed -$2K – 124
2022
Q1 		$2K Hold
133
– – ﹤0.01% 283
2021
Q4 		$2K Hold
133
– – ﹤0.01% 281
2021
Q3 		$2K Hold
133
– – ﹤0.01% 277
2021
Q2 		$2K Hold
133
– – ﹤0.01% 331
2021
Q1 		$2K Sell
133
-66
-33% -$909 ﹤0.01% 290
2020
Q4 		$3K Buy
+199
New +$2.3K ﹤0.01% 228

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