OWA
One Wealth Advisors’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
15,233
+3,184
| +26% | +$159K | 0.11% | 113 |
|
|
2025
Q1 | $399K | Buy |
12,049
+2,470
| +26% | +$81.7K | 0.06% | 172 |
|
|
2024
Q4 | $368K | Buy |
+9,579
| New | +$368K | 0.05% | 161 |
|
|
2018
Q2 | – | Sell |
-142
| Closed | -$2K | – | 572 |
|
|
2018
Q1 | $2K | Sell |
142
-372
| -72% | -$5.24K | ﹤0.01% | 477 |
|
|
2017
Q4 | $9K | Buy |
+514
| New | +$9K | 0.01% | 357 |
|