TriaGen Wealth Management’s Flex FLEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-21,480
Closed -$347K 169
2022
Q4
$347K Sell
21,480
-21,480
-50% -$347K 0.19% 119
2022
Q3
$539K Buy
+42,960
New +$539K 0.3% 84