Modera Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
6,780
-735
| -10% | -$36.7K | ﹤0.01% | 513 |
|
|
2025
Q1 | $249K | Sell |
7,515
-232
| -3% | -$7.68K | ﹤0.01% | 547 |
|
|
2024
Q4 | $297K | Buy |
7,747
+176
| +2% | +$6.76K | ﹤0.01% | 516 |
|
|
2024
Q3 | $253K | Sell |
7,571
-150
| -2% | -$5.02K | ﹤0.01% | 526 |
|
|
2024
Q2 | $228K | Sell |
7,721
-72
| -0.9% | -$2.12K | ﹤0.01% | 523 |
|
|
2024
Q1 | $223K | Buy |
+7,793
| New | +$223K | ﹤0.01% | 529 |
|
|
2023
Q4 | – | Sell |
-9,926
| Closed | -$202K | – | 535 |
|
|
2023
Q3 | $202K | Sell |
9,926
-99
| -1% | -$2.01K | ﹤0.01% | 517 |
|
|
2023
Q2 | $209K | Buy |
+10,025
| New | +$209K | ﹤0.01% | 525 |
|
|
2022
Q1 | – | Sell |
-27,016
| Closed | -$373K | – | 444 |
|
|
2021
Q4 | $373K | Buy |
+27,016
| New | +$373K | 0.01% | 344 |
|