MWPCG
Measured Wealth Private Client Group’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
15,658
+653
| +4% | +$32.6K | 0.23% | 62 |
|
|
2025
Q1 | $496K | Buy |
15,005
+1,452
| +11% | +$48K | 0.16% | 92 |
|
|
2024
Q4 | $520K | Sell |
13,553
-552
| -4% | -$21.2K | 0.17% | 79 |
|
|
2024
Q3 | $472K | Sell |
14,105
-798
| -5% | -$26.7K | 0.16% | 79 |
|
|
2024
Q2 | $439K | Buy |
14,903
+1,758
| +13% | +$51.8K | 0.15% | 105 |
|
|
2024
Q1 | $376K | Buy |
13,145
+5,961
| +83% | +$171K | 0.13% | 118 |
|
|
2023
Q4 | $219K | Buy |
+7,184
| New | +$219K | 0.08% | 168 |
|