Tidemark’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Hold |
400
| – | – | 0.01% | 369 |
|
|
2025
Q1 | $13.2K | Hold |
400
| – | – | ﹤0.01% | 398 |
|
|
2024
Q4 | $15.4K | Hold |
400
| – | – | 0.01% | 386 |
|
|
2024
Q3 | $13.4K | Hold |
400
| – | – | 0.01% | 398 |
|
|
2024
Q2 | $11.8K | Hold |
400
| – | – | 0.01% | 395 |
|
|
2024
Q1 | $11.4K | Sell |
400
-131
| -25% | -$3.75K | 0.01% | 424 |
|
|
2023
Q4 | $12.2K | Buy |
+531
| New | +$12.2K | 0.01% | 396 |
|