WANY
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Wealthspire Advisors (New York)’s Flex FLEX Stock Holding History

Wealthspire Advisors (New York)’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,686
Closed -$482K – 648
2023
Q3 		$482K Buy
23,686
+3,014
+15% +$61.3K 0.01% 402
2023
Q2 		$431K Buy
+20,672
New +$431K 0.01% 392