Provenance Wealth Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$3.31K | – | 466 |
|
|
2025
Q1 | $3.31K | Hold |
100
| – | – | ﹤0.01% | 373 |
|
|
2024
Q4 | $3.84K | Hold |
100
| – | – | ﹤0.01% | 382 |
|
|
2024
Q3 | $3.34K | Hold |
100
| – | – | ﹤0.01% | 424 |
|
|
2024
Q2 | $2.95K | Hold |
100
| – | – | ﹤0.01% | 351 |
|
|
2024
Q1 | $2.86K | Sell |
100
-33
| -25% | -$944 | ﹤0.01% | 375 |
|
|
2023
Q4 | $3.05K | Buy |
+133
| New | +$3.05K | ﹤0.01% | 403 |
|