Veritable’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,238
| Closed | -$234K | – | 300 |
|
|
2023
Q2 | $234K | Buy |
+11,238
| New | +$234K | ﹤0.01% | 788 |
|
|
2014
Q4 | – | Sell |
-44,383
| Closed | -$345K | – | 956 |
|
|
2014
Q3 | $345K | Hold |
44,383
| – | – | 0.01% | 722 |
|
|
2014
Q2 | $370K | Sell |
44,383
-26,673
| -38% | -$222K | 0.01% | 690 |
|
|
2014
Q1 | $495K | Hold |
71,056
| – | – | 0.01% | 591 |
|
|
2013
Q4 | $416K | Buy |
+71,056
| New | +$416K | 0.01% | 624 |
|
|
2013
Q3 | – | Sell |
-97,994
| Closed | -$572K | – | 930 |
|
|
2013
Q2 | $572K | Buy |
+97,994
| New | +$572K | 0.01% | 527 |
|