SWA
Sax Wealth Advisors’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,414
| Closed | -$543K | – | 424 |
|
|
2025
Q1 | $543K | Sell |
16,414
-225
| -1% | -$7.44K | 0.04% | 205 |
|
|
2024
Q4 | $639K | Buy |
16,639
+26
| +0.2% | +$998 | 0.05% | 168 |
|
|
2024
Q3 | $555K | Buy |
16,613
+2,472
| +17% | +$82.6K | 0.05% | 142 |
|
|
2024
Q2 | $417K | Buy |
+14,141
| New | +$417K | 0.04% | 167 |
|