NW
FLEX icon

NewEdge Wealth’s Flex FLEX Stock Holding History

NewEdge Wealth’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$384K Sell
7,730
-1,178
-13% -$58.6K 0.01% 768
2025
Q1 		$295K Sell
8,908
-27
-0.3% -$893 0.01% 775
2024
Q4 		$343K Buy
8,935
+2,375
+36% +$91.2K 0.01% 727
2024
Q3 		$219K Buy
+6,560
New +$219K ﹤0.01% 817