MinichMacGregor Wealth Management’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,865
| Closed | -$46.3K | – | 274 |
|
|
2022
Q4 | $46.3K | Buy |
+2,865
| New | +$46.3K | 0.02% | 191 |
|
|
2018
Q4 | – | Sell |
-1,162
| Closed | -$11K | – | 225 |
|
|
2018
Q3 | $11K | Sell |
1,162
-32
| -3% | -$303 | 0.01% | 307 |
|
|
2018
Q2 | $12K | Buy |
1,194
+305
| +34% | +$3.07K | 0.01% | 281 |
|
|
2018
Q1 | $10K | Sell |
889
-48
| -5% | -$540 | 0.01% | 305 |
|
|
2017
Q4 | $12K | Hold |
937
| – | – | 0.01% | 274 |
|
|
2017
Q3 | $11K | Buy |
937
+280
| +43% | +$3.29K | 0.01% | 265 |
|
|
2017
Q2 | $8K | Buy |
+657
| New | +$8K | 0.01% | 299 |
|