USA Financial Formulas’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,075
| Closed | -$31.7K | – | 304 |
|
|
2024
Q2 | $31.7K | Sell |
1,075
-477
| -31% | -$14.1K | 0.01% | 248 |
|
|
2024
Q1 | $44.4K | Buy |
+1,552
| New | +$44.4K | 0.01% | 245 |
|
|
2023
Q4 | – | Sell |
-3,433
| Closed | -$69.8K | – | 411 |
|
|
2023
Q3 | $69.8K | Hold |
3,433
| – | – | 0.1% | 185 |
|
|
2023
Q2 | $71.5K | Sell |
3,433
-190
| -5% | -$3.96K | 0.11% | 138 |
|
|
2023
Q1 | $62.8K | Buy |
+3,623
| New | +$62.8K | 0.1% | 118 |
|
|
2017
Q2 | – | Sell |
-21,581
| Closed | -$273K | – | 255 |
|
|
2017
Q1 | $273K | Buy |
+21,581
| New | +$273K | 0.07% | 220 |
|