MPM
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Meritage Portfolio Management’s Flex FLEX Stock Holding History

Meritage Portfolio 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
2017
Q4 		– Sell
-438,787
Closed -$5.48M – 209
2017
Q3 		$5.48M Buy
438,787
+1,136
+0.3% +$14K 0.54% 82
2017
Q2 		$5.38M Sell
437,651
-7,908
-2% -$97.9K 0.55% 77
2017
Q1 		$5.64M Buy
445,559
+2,628
+0.6% +$31.5K 0.59% 66
2016
Q4 		$4.8M Buy
+442,931
New +$4.73M 0.52% 95
2014
Q1 		– Sell
-591,614
Closed -$3.46M – 202
2013
Q4 		$3.46M Sell
591,614
-25,843
-4% -$157K 0.43% 126
2013
Q3 		$4.23M Buy
617,457
+22,094
+4% +$146K 0.55% 84
2013
Q2 		$3.47M Buy
+595,363
New +$3.23M 0.5% 102

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