TD Private Client Wealth’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
20,215
-911
| -4% | -$45.5K | 0.02% | 362 |
|
|
2025
Q1 | $699K | Sell |
21,126
-7,193
| -25% | -$238K | 0.02% | 391 |
|
|
2024
Q4 | $1.09M | Sell |
28,319
-516
| -2% | -$19.8K | 0.03% | 342 |
|
|
2024
Q3 | $964K | Buy |
28,835
+3,345
| +13% | +$112K | 0.03% | 369 |
|
|
2024
Q2 | $752K | Buy |
25,490
+9,375
| +58% | +$276K | 0.02% | 388 |
|
|
2024
Q1 | $461K | Buy |
16,115
+6,624
| +70% | +$190K | 0.02% | 461 |
|
|
2023
Q4 | $218K | Buy |
9,491
+315
| +3% | +$7.23K | 0.01% | 549 |
|
|
2023
Q3 | $187K | Sell |
9,176
-4,688
| -34% | -$95.3K | 0.01% | 556 |
|
|
2023
Q2 | $289K | Sell |
13,864
-1,170
| -8% | -$24.4K | 0.01% | 506 |
|
|
2023
Q1 | $261K | Sell |
15,034
-716
| -5% | -$12.4K | 0.01% | 512 |
|
|
2022
Q4 | $255K | Sell |
15,750
-4,560
| -22% | -$73.7K | 0.01% | 514 |
|
|
2022
Q3 | $255K | Buy |
20,310
+502
| +3% | +$6.3K | 0.01% | 494 |
|
|
2022
Q2 | $216K | Buy |
19,808
+3,251
| +20% | +$35.5K | 0.01% | 518 |
|
|
2022
Q1 | $231K | Buy |
16,557
+1,315
| +9% | +$18.4K | 0.01% | 523 |
|
|
2021
Q4 | $211K | Sell |
15,242
-232
| -1% | -$3.21K | 0.01% | 543 |
|
|
2021
Q3 | $206K | Buy |
15,474
+9,484
| +158% | +$126K | 0.01% | 523 |
|
|
2021
Q2 | $80.7K | Buy |
5,990
+1,714
| +40% | +$23.1K | ﹤0.01% | 648 |
|
|
2021
Q1 | $59K | Buy |
4,276
+3,559
| +496% | +$49.1K | ﹤0.01% | 682 |
|
|
2020
Q4 | $9.71K | Buy |
+717
| New | +$9.71K | ﹤0.01% | 848 |
|
|
2020
Q1 | – | Sell |
-743
| Closed | -$7.07K | – | 1098 |
|
|
2019
Q4 | $7.07K | Buy |
+743
| New | +$7.07K | ﹤0.01% | 788 |
|