WIA
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Wetzel Investment Advisors’s Flex FLEX Stock Holding History

Wetzel Investment Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22
Closed -$629 – 391
2024
Q2 		$629 Sell
22
-424
-95% -$12.1K ﹤0.01% 843
2024
Q1 		$12.3K Buy
446
+92
+26% +$2.54K 0.01% 486
2023
Q4 		$8K Buy
+354
New +$8K ﹤0.01% 573