Walled Lake Planning & Wealth Management’s FLEX LNG FLNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,284
Closed -$236K 127
2024
Q1
$236K Sell
9,284
-2,325
-20% -$59.1K 0.1% 94
2023
Q4
$337K Buy
11,609
+1,862
+19% +$54.1K 0.16% 69
2023
Q3
$294K Buy
9,747
+29
+0.3% +$875 0.15% 66
2023
Q2
$297K Buy
9,718
+1,665
+21% +$50.8K 0.14% 67
2023
Q1
$270K Buy
+8,053
New +$270K 0.14% 66