TWM
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Tradition Wealth Management’s Flex FLEX Stock Holding History

Tradition Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-149
Closed -$3K – 663
2023
Q4 		$3K Hold
149
– – ﹤0.01% 1231
2023
Q3 		$3K Hold
149
– – ﹤0.01% 1293
2023
Q2 		$3K Hold
149
– – ﹤0.01% 1325
2023
Q1 		$3K Buy
+149
New +$3K ﹤0.01% 1245