Plante Moran Financial Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-101
| Closed | -$3.88K | – | 856 |
|
|
2024
Q4 | $3.88K | Buy |
+101
| New | +$3.88K | ﹤0.01% | 724 |
|
|
2015
Q3 | – | Sell |
-53
| Closed | – | – | 714 |
|
|
2015
Q2 | $0 | Hold |
53
| – | – | ﹤0.01% | 727 |
|
|
2015
Q1 | $1K | Hold |
53
| – | – | ﹤0.01% | 690 |
|
|
2014
Q4 | $0 | Hold |
53
| – | – | ﹤0.01% | 820 |
|
|
2014
Q3 | $0 | Hold |
53
| – | – | ﹤0.01% | 807 |
|
|
2014
Q2 | $0 | Buy |
+53
| New | – | ﹤0.01% | 836 |
|