TSWM
Triangle Securities Wealth Management’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
+5,929
| New | +$296K | 0.07% | 187 |
|
|
2025
Q1 | – | Sell |
-5,929
| Closed | -$228K | – | 203 |
|
|
2024
Q4 | $228K | Buy |
+5,929
| New | +$228K | 0.06% | 189 |
|
|
2013
Q3 | – | Sell |
-1,851
| Closed | -$14K | – | 214 |
|
|
2013
Q2 | $14K | Buy |
+1,851
| New | +$14K | 0.01% | 422 |
|