RWPA
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Richard W. Paul & Associates’s Flex FLEX Stock Holding History

Richard W. Paul & Associates’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-590
Closed -$22.7K – 404
2024
Q4 		$22.7K Hold
590
– – 0.01% 248
2024
Q3 		$19.7K Buy
590
+30
+5% +$1K 0.01% 258
2024
Q2 		$16.5K Buy
+560
New +$16.5K 0.01% 269