SVB Wealth’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $236K | Sell |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $174K | Sell |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $461K | Sell |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $515K | Sell |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q4 | $215K | Sell |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $782K | Buy |
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|
2021
Q1 | $622K | Buy |
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|
2020
Q4 | $325K | Buy |
|