WESPAC Advisors SoCal’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-796
| Closed | -$6K | – | 164 |
|
|
2019
Q1 | $6K | Buy |
796
+663
| +498% | +$5K | ﹤0.01% | 274 |
|
|
2018
Q4 | $0 | Hold |
133
| – | – | ﹤0.01% | 346 |
|
|
2018
Q3 | $1K | Buy |
+133
| New | +$1K | ﹤0.01% | 292 |
|
|
2018
Q2 | – | Sell |
-133
| Closed | -$1K | – | 144 |
|
|
2018
Q1 | $1K | Hold |
133
| – | – | ﹤0.01% | 256 |
|
|
2017
Q4 | $1K | Hold |
133
| – | – | ﹤0.01% | 241 |
|
|
2017
Q3 | $1K | Buy |
+133
| New | +$1K | ﹤0.01% | 252 |
|