Pathstone Family Office’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $932K | Buy |
45,848
+6,619
| +17% | +$135K | 0.01% | 743 |
|
|
2023
Q2 | $817K | Sell |
39,229
-10,009
| -20% | -$208K | 0.01% | 551 |
|
|
2023
Q1 | $854K | Sell |
49,238
-33,344
| -40% | -$578K | 0.01% | 495 |
|
|
2022
Q4 | $1.33M | Sell |
82,582
-268
| -0.3% | -$4.33K | 0.01% | 659 |
|
|
2022
Q3 | $1.04M | Buy |
82,850
+42,029
| +103% | +$528K | 0.01% | 714 |
|
|
2022
Q2 | $445K | Sell |
40,821
-2,158
| -5% | -$23.5K | 0.01% | 626 |
|
|
2022
Q1 | $601K | Sell |
42,979
-21
| -0% | -$294 | 0.01% | 477 |
|
|
2021
Q4 | $594K | Sell |
43,000
-106
| -0.2% | -$1.46K | 0.01% | 488 |
|
|
2021
Q3 | $575K | Buy |
43,106
+3,236
| +8% | +$43.2K | 0.02% | 463 |
|
|
2021
Q2 | $536K | Buy |
+39,870
| New | +$536K | 0.02% | 435 |
|