Optimum Investment Advisors’s Flex FLEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,600
Closed -$86.9K 624
2024
Q3
$86.9K Hold
2,600
0.04% 293
2024
Q2
$76.7K Hold
2,600
0.03% 301
2024
Q1
$74.4K Sell
2,600
-850
-25% -$24.3K 0.03% 313
2023
Q4
$79.2K Buy
+3,450
New +$79.2K 0.04% 292