Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-18,167
Closed -$246K 443
2020
Q4
$246K Sell
18,167
-4,113
-18% -$47.5K 0.03% 325
2020
Q3
$187K Sell
22,280
-1,924
-8% -$15.7K 0.02% 337
2020
Q2
$187K Sell
24,204
-1,294
-5% -$9.32K 0.03% 316
2020
Q1
$161K Sell
25,498
-2,236
-8% -$19.3K 0.03% 315
2019
Q4
$264K Sell
27,734
-16,318
-37% -$141K 0.03% 336
2019
Q3
$347K Sell
44,052
-503
-1% -$3.87K 0.05% 303
2019
Q2
$321K Buy
+44,555
New +$343K 0.05% 319

Other funds holding FLEX

WealthSource Partners's FLEX Position: Q1 2021 in Review

WealthSource Partners sold out of Flex (FLEX) in Q1 2021, closing a stake of 18,167 shares — an estimated $246K sold.

WealthSource Partners first reported a position in FLEX in Q2 2019 and held it in 7 quarters. The position peaked at $347K in Q3 2019. 333 funds tracked by Wall St. Rank hold FLEX as of Q1 2021.

  • WealthSource Partners reported no remaining Flex position as of Q1 2021 after selling out during the quarter.
  • WealthSource Partners sold 18,167 Flex shares in Q1 2021, an estimated $246K.
  • WealthSource Partners first reported a position in Flex in Q2 2019 and held it in 7 quarters.
  • WealthSource Partners's Flex position peaked at $347K in Q3 2019.
  • 333 funds tracked by Wall St. Rank held Flex as of Q1 2021.

Based on WealthSource Partners's 13F filing for Q1 2021, filed 21 Jun 2021.