Valley National Advisers’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-107
| Closed | -$1K | – | 788 |
|
|
2018
Q3 | $1K | Hold |
107
| – | – | ﹤0.01% | 632 |
|
|
2018
Q2 | $1K | Hold |
107
| – | – | ﹤0.01% | 612 |
|
|
2018
Q1 | $1K | Hold |
107
| – | – | ﹤0.01% | 584 |
|
|
2017
Q4 | $1K | Hold |
107
| – | – | ﹤0.01% | 598 |
|
|
2017
Q3 | $1K | Buy |
+107
| New | +$1K | ﹤0.01% | 598 |
|
|
2016
Q1 | – | Sell |
-317
| Closed | -$3K | – | 616 |
|
|
2015
Q4 | $3K | Hold |
317
| – | – | ﹤0.01% | 492 |
|
|
2015
Q3 | $3K | Hold |
317
| – | – | ﹤0.01% | 492 |
|
|
2015
Q2 | $3K | Buy |
+317
| New | +$3K | ﹤0.01% | 492 |
|