WA
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Whipplewood Advisors’s Flex FLEX Stock Holding History

Whipplewood 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
2025
Q2 		$1.75K Sell
35
-143
-80% -$7.14K ﹤0.01% 909
2025
Q1 		$1.16K Buy
178
+143
+409% +$930 ﹤0.01% 1000
2024
Q4 		$1.34K Buy
+35
New +$1.34K ﹤0.01% 950