Sweet Financial Partners’s Flexible Solutions FSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,800
| Closed | -$52.1K | – | 175 |
|
|
2022
Q4 | $52.1K | Buy |
+16,800
| New | +$52.1K | 0.02% | 167 |
|
|
2022
Q3 | – | Sell |
-16,800
| Closed | -$41K | – | 169 |
|
|
2022
Q2 | $41K | Hold |
16,800
| – | – | 0.01% | 167 |
|
|
2022
Q1 | $68K | Hold |
16,800
| – | – | 0.02% | 172 |
|
|
2021
Q4 | $65K | Buy |
+16,800
| New | +$65K | 0.03% | 154 |
|