Reilly Financial Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4K | Hold |
305
| – | – | ﹤0.01% | 881 |
|
|
2021
Q3 | $4K | Hold |
305
| – | – | ﹤0.01% | 778 |
|
|
2021
Q2 | $4K | Hold |
305
| – | – | ﹤0.01% | 821 |
|
|
2021
Q1 | $4K | Buy |
+305
| New | +$4K | ﹤0.01% | 820 |
|
|
2020
Q1 | – | Sell |
-232
| Closed | -$2K | – | 897 |
|
|
2019
Q4 | $2K | Buy |
+232
| New | +$2K | ﹤0.01% | 808 |
|
|
2019
Q2 | – | Sell |
-1,327
| Closed | -$10K | – | 969 |
|
|
2019
Q1 | $10K | Hold |
1,327
| – | – | ﹤0.01% | 681 |
|
|
2018
Q4 | $8K | Hold |
1,327
| – | – | ﹤0.01% | 681 |
|
|
2018
Q3 | $13K | Hold |
1,327
| – | – | ﹤0.01% | 639 |
|
|
2018
Q2 | $14K | Hold |
1,327
| – | – | ﹤0.01% | 591 |
|
|
2018
Q1 | $16K | Hold |
1,327
| – | – | ﹤0.01% | 551 |
|
|
2017
Q4 | $18K | Hold |
1,327
| – | – | ﹤0.01% | 536 |
|
|
2017
Q3 | $17K | Hold |
1,327
| – | – | ﹤0.01% | 536 |
|
|
2017
Q2 | $16K | Buy |
+1,327
| New | +$16K | ﹤0.01% | 550 |
|
|
2014
Q4 | – | Sell |
-796
| Closed | -$6K | – | 834 |
|
|
2014
Q3 | $6K | Buy |
+796
| New | +$6K | ﹤0.01% | 606 |
|