U.S. Capital Wealth Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
8,317
-16
| -0.2% | -$799 | 0.01% | 640 |
|
|
2025
Q1 | $276K | Buy |
8,333
+1,365
| +20% | +$45.2K | 0.01% | 720 |
|
|
2024
Q4 | $268K | Hold |
6,968
| – | – | 0.01% | 711 |
|
|
2024
Q3 | $233K | Hold |
6,968
| – | – | 0.01% | 647 |
|
|
2024
Q2 | $205K | Buy |
+6,968
| New | +$205K | 0.01% | 634 |
|
|
2024
Q1 | – | Sell |
-9,247
| Closed | -$212K | – | 683 |
|
|
2023
Q4 | $212K | Buy |
+9,247
| New | +$212K | 0.01% | 624 |
|
|
2023
Q1 | – | Sell |
-8,994
| Closed | -$145K | – | 944 |
|
|
2022
Q4 | $145K | Buy |
+8,994
| New | +$145K | 0.01% | 668 |
|
|
2022
Q2 | – | Sell |
-20,542
| Closed | -$287K | – | 687 |
|
|
2022
Q1 | $287K | Hold |
20,542
| – | – | 0.01% | 608 |
|
|
2021
Q4 | $284K | Hold |
20,542
| – | – | 0.01% | 606 |
|
|
2021
Q3 | $274K | Buy |
+20,542
| New | +$274K | 0.01% | 623 |
|