TLFA
True Link Financial Advisors’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Hold |
12,758
| – | – | 0.04% | 43 |
|
|
2025
Q1 | $422K | Hold |
12,758
| – | – | 0.03% | 60 |
|
|
2024
Q4 | $490K | Hold |
12,758
| – | – | 0.04% | 40 |
|
|
2024
Q3 | $427K | Sell |
12,758
-157
| -1% | -$5.25K | 0.04% | 43 |
|
|
2024
Q2 | $381K | Hold |
12,915
| – | – | 0.04% | 44 |
|
|
2024
Q1 | $369K | Buy |
+12,915
| New | +$369K | 0.04% | 50 |
|
|
2021
Q2 | – | Sell |
-37,500
| Closed | -$687K | – | 724 |
|
|
2021
Q1 | $687K | Hold |
37,500
| – | – | 0.1% | 87 |
|
|
2020
Q4 | $674K | Buy |
+37,500
| New | +$674K | 0.11% | 85 |
|