Mount Yale Investment Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
31,673
+133
| +0.4% | +$6.64K | 0.12% | 143 |
|
|
2025
Q1 | $1.04M | Buy |
31,540
+13,739
| +77% | +$454K | 0.09% | 190 |
|
|
2024
Q4 | $683K | Buy |
17,801
+115
| +0.7% | +$4.42K | 0.06% | 284 |
|
|
2024
Q3 | $591K | Buy |
17,686
+2,008
| +13% | +$67.1K | 0.06% | 309 |
|
|
2024
Q2 | $462K | Buy |
15,678
+5,852
| +60% | +$173K | 0.04% | 356 |
|
|
2024
Q1 | $281K | Buy |
+9,826
| New | +$281K | 0.02% | 464 |
|
|
2018
Q2 | – | Sell |
-6,753
| Closed | -$83K | – | 953 |
|
|
2018
Q1 | $83K | Buy |
+6,753
| New | +$83K | 0.02% | 506 |
|