Waterfront Wealth’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,024
| Closed | -$306K | – | 246 |
|
|
2022
Q3 | $306K | Sell |
21,024
-123
| -0.6% | -$1.79K | 0.12% | 192 |
|
|
2022
Q2 | $231K | Sell |
21,147
-1,327
| -6% | -$14.5K | 0.09% | 205 |
|
|
2022
Q1 | $289K | Hold |
22,474
| – | – | 0.1% | 195 |
|
|
2021
Q4 | $310K | Sell |
22,474
-28,702
| -56% | -$396K | 0.12% | 164 |
|
|
2021
Q3 | $682K | Buy |
51,176
+169
| +0.3% | +$2.25K | 0.33% | 75 |
|
|
2021
Q2 | $687K | Buy |
51,007
+3,945
| +8% | +$53.1K | 0.32% | 79 |
|
|
2021
Q1 | $651K | Buy |
47,062
+2,784
| +6% | +$38.5K | 0.33% | 81 |
|
|
2020
Q4 | $600K | Buy |
+44,278
| New | +$600K | 0.43% | 59 |
|