Waterfront Wealth’s Flex FLEX Stock Holding History

Waterfront Wealth’s Portfolio FLEX Stock Details FLEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell
2022 Q3	$306K	Sell
2022 Q2	$231K	Sell
2022 Q1	$289K	Hold
2021 Q4	$310K	Sell
2021 Q3	$682K	Buy
2021 Q2	$687K	Buy
2021 Q1	$651K	Buy
2020 Q4	$600K	Buy