SYSTM Wealth Solutions’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-42
| Closed | -$1.24K | – | 291 |
|
|
2024
Q2 | $1.24K | Sell |
42
-35,061
| -100% | -$1.03M | ﹤0.01% | 640 |
|
|
2024
Q1 | $1M | Sell |
35,103
-256
| -0.7% | -$7.32K | 0.13% | 199 |
|
|
2023
Q4 | $812K | Sell |
35,359
-6,721
| -16% | -$154K | 0.11% | 222 |
|
|
2023
Q3 | $856K | Sell |
42,080
-1,813
| -4% | -$36.9K | 0.13% | 206 |
|
|
2023
Q2 | $914K | Buy |
43,893
+278
| +0.6% | +$5.79K | 0.12% | 220 |
|
|
2023
Q1 | $756K | Buy |
43,615
+222
| +0.5% | +$3.85K | 0.12% | 216 |
|
|
2022
Q4 | $702K | Buy |
+43,393
| New | +$702K | 0.09% | 282 |
|