Spire Wealth Management’s Omega Flex OFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-360
| Closed | -$37.4K | – | 2435 |
|
|
2023
Q2 | $37.4K | Hold |
360
| – | – | ﹤0.01% | 1328 |
|
|
2023
Q1 | $40.1K | Hold |
360
| – | – | ﹤0.01% | 1289 |
|
|
2022
Q4 | $34K | Hold |
360
| – | – | ﹤0.01% | 1139 |
|
|
2022
Q3 | $33K | Buy |
360
+133
| +59% | +$12.2K | ﹤0.01% | 1113 |
|
|
2022
Q2 | $24K | Hold |
227
| – | – | ﹤0.01% | 1593 |
|
|
2022
Q1 | $29K | Hold |
227
| – | – | ﹤0.01% | 1662 |
|
|
2021
Q4 | $29K | Sell |
227
-62
| -21% | -$7.92K | ﹤0.01% | 1974 |
|
|
2021
Q3 | $41K | Hold |
289
| – | – | ﹤0.01% | 1566 |
|
|
2021
Q2 | $42K | Hold |
289
| – | – | ﹤0.01% | 1550 |
|
|
2021
Q1 | $46K | Buy |
+289
| New | +$46K | ﹤0.01% | 1761 |
|