True Wealth Design’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.9K | Buy |
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|
2025
Q2 | $15.3K | Buy |
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|
2025
Q1 | $1.85K | Buy |
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|
2024
Q4 | $1.77K | Buy |
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|
2024
Q3 | $1.37K | Buy |
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|
2024
Q2 | $1.03K | Sell |
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|
2024
Q1 | $1.06K | Buy |
|
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|
2023
Q4 | $671 | Hold |
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|
2023
Q3 | $594 | Hold |
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|
2023
Q2 | $609 | Hold |
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|
2023
Q1 | $507 | Hold |
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|
2022
Q4 | $472 | Buy |
|