WealthSource Partners’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18,167
| Closed | -$246K | – | 437 |
|
|
2020
Q4 | $246K | Sell |
18,167
-4,113
| -18% | -$55.7K | 0.03% | 325 |
|
|
2020
Q3 | $187K | Sell |
22,280
-1,924
| -8% | -$16.1K | 0.02% | 337 |
|
|
2020
Q2 | $187K | Sell |
24,204
-1,294
| -5% | -$10K | 0.03% | 316 |
|
|
2020
Q1 | $161K | Sell |
25,498
-2,236
| -8% | -$14.1K | 0.03% | 315 |
|
|
2019
Q4 | $264K | Sell |
27,734
-16,318
| -37% | -$155K | 0.03% | 336 |
|
|
2019
Q3 | $347K | Sell |
44,052
-503
| -1% | -$3.96K | 0.05% | 303 |
|
|
2019
Q2 | $321K | Buy |
+44,555
| New | +$321K | 0.05% | 319 |
|