Spire Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-113
| Closed | -$3.33K | – | 2206 |
|
|
2024
Q2 | $3.33K | Buy |
+113
| New | +$3.33K | ﹤0.01% | 1912 |
|
|
2024
Q1 | – | Sell |
-329
| Closed | -$5.7K | – | 2341 |
|
|
2023
Q4 | $5.7K | Hold |
329
| – | – | ﹤0.01% | 1925 |
|
|
2023
Q3 | $6.69K | Sell |
329
-189
| -36% | -$3.84K | ﹤0.01% | 1851 |
|
|
2023
Q2 | $10.8K | Buy |
518
+188
| +57% | +$3.91K | ﹤0.01% | 1788 |
|
|
2023
Q1 | $5.73K | Buy |
+330
| New | +$5.73K | ﹤0.01% | 2000 |
|
|
2022
Q3 | – | Sell |
-9,959
| Closed | -$109K | – | 2319 |
|
|
2022
Q2 | $109K | Buy |
+9,959
| New | +$109K | ﹤0.01% | 1003 |
|
|
2022
Q1 | – | Sell |
-8,076
| Closed | -$112K | – | 2644 |
|
|
2021
Q4 | $112K | Buy |
+8,076
| New | +$112K | ﹤0.01% | 1357 |
|