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WealthSource Partners’s Flex FLEX Stock Holding History

WealthSource Partners’s Portfolio FLEX Stock Details FLEX Fund Activity
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

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