TFO Wealth Partners’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30
| Closed | -$858 | – | 307 |
|
|
2024
Q1 | $858 | Sell |
30
-10
| -25% | -$286 | ﹤0.01% | 185 |
|
|
2023
Q4 | $914 | Hold |
40
| – | – | ﹤0.01% | 214 |
|
|
2023
Q3 | $829 | Hold |
40
| – | – | ﹤0.01% | 326 |
|
|
2023
Q2 | $829 | Hold |
40
| – | – | ﹤0.01% | 222 |
|
|
2023
Q1 | $690 | Buy |
40
+36
| +900% | +$621 | ﹤0.01% | 200 |
|
|
2022
Q4 | $148 | Buy |
+4
| New | +$148 | ﹤0.01% | 686 |
|