True Link Financial Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $771K | Hold |
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|
2025
Q3 | $740K | Hold |
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|
2025
Q2 | $637K | Hold |
|
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|
2025
Q1 | $422K | Hold |
|
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|
2024
Q4 | $490K | Hold |
|
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|
2024
Q3 | $427K | Sell |
|
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|
2024
Q2 | $381K | Hold |
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|
2024
Q1 | $369K | Buy |
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $687K | Hold |
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|
2020
Q4 | $674K | Buy |
|