Principal Securities’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
5,359
-1,139
| -18% | -$56.9K | 0.01% | 1109 |
|
|
2025
Q1 | $249K | Hold |
6,498
| – | – | 0.01% | 1040 |
|
|
2024
Q4 | $249K | Buy |
6,498
+860
| +15% | +$33K | 0.01% | 1039 |
|
|
2024
Q3 | $188K | Sell |
5,638
-230
| -4% | -$7.69K | ﹤0.01% | 1126 |
|
|
2024
Q2 | $173K | Sell |
5,868
-10,676
| -65% | -$315K | ﹤0.01% | 1089 |
|
|
2024
Q1 | $473K | Sell |
16,544
-16,915
| -51% | -$484K | 0.01% | 692 |
|
|
2023
Q4 | $768K | Buy |
+33,459
| New | +$768K | 0.03% | 482 |
|