Whalen Wealth Management’s Fluence Energy FLNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,680	Closed	-$288K	–	154
2024 Q3	$288K	Sell	12,680 -435	-3%	-$9.88K	0.2%	90
2024 Q2	$227K	Sell	13,115 -67	-0.5%	-$1.16K	0.18%	96
2024 Q1	$229K	Sell	13,182 -2,235	-14%	-$38.8K	0.17%	100
2023 Q4	$368K	Buy	+15,417	New	+$368K	0.33%	82