Samalin Investment Counsel’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $790K | Sell |
15,823
-250
| -2% | -$12.5K | 0.3% | 92 |
|
2025
Q1 | $532K | Sell |
16,073
-5,982
| -27% | -$198K | 0.22% | 147 |
|
2024
Q4 | $847K | Buy |
22,055
+3,801
| +21% | +$146K | 0.36% | 78 |
|
2024
Q3 | $610K | Buy |
18,254
+189
| +1% | +$6.32K | 0.27% | 115 |
|
2024
Q2 | $533K | Buy |
18,065
+284
| +2% | +$8.38K | 0.25% | 130 |
|
2024
Q1 | $509K | Buy |
+17,781
| New | +$509K | 0.24% | 133 |
|