Strategic Wealth Partners’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-43,251
| Closed | -$605K | – | 257 |
|
|
2022
Q1 | $605K | Sell |
43,251
-4,451
| -9% | -$62.3K | 0.12% | 167 |
|
|
2021
Q4 | $659K | Buy |
+47,702
| New | +$659K | 0.12% | 174 |
|
|
2019
Q4 | – | Sell |
-133
| Closed | -$1 | – | 256 |
|
|
2019
Q3 | $1 | Hold |
133
| – | – | ﹤0.01% | 702 |
|
|
2019
Q2 | $0 | Hold |
133
| – | – | ﹤0.01% | 760 |
|
|
2019
Q1 | $1K | Hold |
133
| – | – | ﹤0.01% | 743 |
|
|
2018
Q4 | $1K | Hold |
133
| – | – | ﹤0.01% | 657 |
|
|
2018
Q3 | $1K | Hold |
133
| – | – | ﹤0.01% | 624 |
|
|
2018
Q2 | $1K | Hold |
133
| – | – | ﹤0.01% | 725 |
|
|
2018
Q1 | $2K | Hold |
133
| – | – | ﹤0.01% | 733 |
|
|
2017
Q4 | $2K | Buy |
+133
| New | +$2K | ﹤0.01% | 693 |
|