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SeaCrest Wealth Management’s Flex FLEX Stock Holding History

SeaCrest Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,409
Closed -$37K – 917
2022
Q2 		$37K Buy
+3,409
New +$42.2K ﹤0.01% 1243
2019
Q2 		– Sell
-955
Closed -$7K – 965
2019
Q1 		$7K Buy
955
+79
+9% +$565 ﹤0.01% 1625
2018
Q4 		$5K Sell
876
-593
-40% -$4.14K ﹤0.01% 1691
2018
Q3 		$15K Sell
1,469
-642
-30% -$6.72K ﹤0.01% 1495
2018
Q2 		$22K Sell
2,111
-19
-0.9% -$213 ﹤0.01% 1318
2018
Q1 		$26K Buy
2,130
+423
+25% +$5.77K ﹤0.01% 1218
2017
Q4 		$23K Buy
+1,707
New +$23.1K ﹤0.01% 1284

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