Rockbridge Investment Management’s Flex FLEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-196
Closed -$3K 726
2020
Q4
$3K Sell
196
-165
-46% -$2.53K ﹤0.01% 603
2020
Q3
$3K Hold
361
﹤0.01% 560
2020
Q2
$3K Buy
+361
New +$3K ﹤0.01% 532