STALEY CAPITAL ADVISERS’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
+7,243
| New | +$362K | 0.02% | 150 |
|
|
2020
Q2 | – | Sell |
-15,261
| Closed | -$96K | – | 159 |
|
|
2020
Q1 | $96K | Sell |
15,261
-31,832
| -68% | -$200K | 0.01% | 142 |
|
|
2019
Q4 | $448K | Sell |
47,093
-1
| -0% | -$10 | 0.03% | 121 |
|
|
2019
Q3 | $371K | Hold |
47,094
| – | – | 0.03% | 125 |
|
|
2019
Q2 | $340K | Hold |
47,094
| – | – | 0.03% | 131 |
|
|
2019
Q1 | $355K | Hold |
47,094
| – | – | 0.03% | 125 |
|
|
2018
Q4 | $270K | Hold |
47,094
| – | – | 0.02% | 134 |
|
|
2018
Q3 | $466K | Hold |
47,094
| – | – | 0.03% | 112 |
|
|
2018
Q2 | $501K | Hold |
47,094
| – | – | 0.04% | 106 |
|
|
2018
Q1 | $580K | Hold |
47,094
| – | – | 0.05% | 96 |
|
|
2017
Q4 | $638K | Hold |
47,094
| – | – | 0.05% | 93 |
|
|
2017
Q3 | $588K | Hold |
47,094
| – | – | 0.05% | 98 |
|
|
2017
Q2 | $579K | Buy |
+47,094
| New | +$579K | 0.05% | 97 |
|