WWM
Whalen Wealth Management’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
10,351
-570
| -5% | -$28.5K | 0.32% | 92 |
|
|
2025
Q1 | $361K | Buy |
10,921
+4,251
| +64% | +$141K | 0.24% | 97 |
|
|
2024
Q4 | $256K | Buy |
+6,670
| New | +$256K | 0.18% | 111 |
|
|
2024
Q1 | – | Sell |
-13,606
| Closed | -$414K | – | 135 |
|
|
2023
Q4 | $414K | Buy |
+13,606
| New | +$414K | 0.37% | 71 |
|