True Wealth Design’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3K | Buy |
306
+250
| +446% | +$12.5K | 0.01% | 452 |
|
|
2025
Q1 | $1.85K | Buy |
56
+10
| +22% | +$331 | ﹤0.01% | 1035 |
|
|
2024
Q4 | $1.77K | Buy |
46
+5
| +12% | +$192 | ﹤0.01% | 772 |
|
|
2024
Q3 | $1.37K | Buy |
41
+6
| +17% | +$201 | ﹤0.01% | 890 |
|
|
2024
Q2 | $1.03K | Sell |
35
-2
| -5% | -$59 | ﹤0.01% | 501 |
|
|
2024
Q1 | $1.06K | Buy |
37
+8
| +28% | +$229 | ﹤0.01% | 453 |
|
|
2023
Q4 | $671 | Hold |
29
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $594 | Hold |
29
| – | – | ﹤0.01% | 390 |
|
|
2023
Q2 | $609 | Hold |
29
| – | – | ﹤0.01% | 394 |
|
|
2023
Q1 | $507 | Hold |
29
| – | – | ﹤0.01% | 520 |
|
|
2022
Q4 | $472 | Buy |
+29
| New | +$472 | ﹤0.01% | 466 |
|