NewEdge Advisors’s Flexible Solutions FSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.8K | Hold |
18,315
| – | – | ﹤0.01% | 2463 |
|
|
2025
Q1 | $92.5K | Sell |
18,315
-3,095
| -14% | -$15.6K | ﹤0.01% | 2318 |
|
|
2024
Q4 | $77.3K | Buy |
21,410
+1,369
| +7% | +$4.94K | ﹤0.01% | 2364 |
|
|
2024
Q3 | $73K | Buy |
20,041
+10,041
| +100% | +$36.6K | ﹤0.01% | 2301 |
|
|
2024
Q2 | $17.5K | Hold |
10,000
| – | – | ﹤0.01% | 2664 |
|
|
2024
Q1 | $18.8K | Hold |
10,000
| – | – | ﹤0.01% | 2652 |
|
|
2023
Q4 | $17.9K | Hold |
10,000
| – | – | ﹤0.01% | 2611 |
|
|
2023
Q3 | $27.2K | Hold |
10,000
| – | – | ﹤0.01% | 2292 |
|
|
2023
Q2 | $26.7K | Sell |
10,000
-349
| -3% | -$932 | ﹤0.01% | 2295 |
|
|
2023
Q1 | $32.3K | Sell |
10,349
-2,348
| -18% | -$7.33K | ﹤0.01% | 2174 |
|
|
2022
Q4 | $38.3K | Buy |
+12,697
| New | +$38.3K | ﹤0.01% | 1838 |
|