WhitTier Trust Company’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Hold |
316
| – | – | ﹤0.01% | 1052 |
|
|
2025
Q1 | $10.4K | Hold |
316
| – | – | ﹤0.01% | 1100 |
|
|
2024
Q4 | $12.1K | Hold |
316
| – | – | ﹤0.01% | 1040 |
|
|
2024
Q3 | $10.6K | Hold |
316
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q2 | $9.32K | Hold |
316
| – | – | ﹤0.01% | 1005 |
|
|
2024
Q1 | $9.04K | Buy |
316
+44
| +16% | +$1.26K | ﹤0.01% | 965 |
|
|
2023
Q4 | $6.24K | Hold |
272
| – | – | ﹤0.01% | 1003 |
|
|
2023
Q3 | $5.53K | Sell |
272
-1,818
| -87% | -$36.9K | ﹤0.01% | 983 |
|
|
2023
Q2 | $43.5K | Hold |
2,090
| – | – | ﹤0.01% | 705 |
|
|
2023
Q1 | $36.2K | Hold |
2,090
| – | – | ﹤0.01% | 727 |
|
|
2022
Q4 | $33.8K | Hold |
2,090
| – | – | ﹤0.01% | 739 |
|
|
2022
Q3 | $26K | Hold |
2,090
| – | – | ﹤0.01% | 772 |
|
|
2022
Q2 | $23K | Hold |
2,090
| – | – | ﹤0.01% | 795 |
|
|
2022
Q1 | $29K | Hold |
2,090
| – | – | ﹤0.01% | 754 |
|
|
2021
Q4 | $29K | Hold |
2,090
| – | – | ﹤0.01% | 746 |
|
|
2021
Q3 | $28K | Hold |
2,090
| – | – | ﹤0.01% | 770 |
|
|
2021
Q2 | $28K | Hold |
2,090
| – | – | ﹤0.01% | 745 |
|
|
2021
Q1 | $29K | Hold |
2,090
| – | – | ﹤0.01% | 729 |
|
|
2020
Q4 | $28K | Hold |
2,090
| – | – | ﹤0.01% | 716 |
|
|
2020
Q3 | $18K | Hold |
2,090
| – | – | ﹤0.01% | 747 |
|
|
2020
Q2 | $16K | Sell |
2,090
-10,616
| -84% | -$81.3K | ﹤0.01% | 740 |
|
|
2020
Q1 | $80K | Hold |
12,706
| – | – | 0.01% | 492 |
|
|
2019
Q4 | $121K | Sell |
12,706
-2,426
| -16% | -$23.1K | 0.01% | 454 |
|
|
2019
Q3 | $120K | Buy |
15,132
+10,056
| +198% | +$79.7K | 0.01% | 459 |
|
|
2019
Q2 | $37K | Hold |
5,076
| – | – | ﹤0.01% | 640 |
|
|
2019
Q1 | $39K | Hold |
5,076
| – | – | ﹤0.01% | 627 |
|
|
2018
Q4 | $29K | Buy |
5,076
+2,766
| +120% | +$15.8K | ﹤0.01% | 669 |
|
|
2018
Q3 | $23K | Hold |
2,310
| – | – | ﹤0.01% | 735 |
|
|
2018
Q2 | $25K | Hold |
2,310
| – | – | ﹤0.01% | 717 |
|
|
2018
Q1 | $28K | Hold |
2,310
| – | – | ﹤0.01% | 698 |
|
|
2017
Q4 | $31K | Hold |
2,310
| – | – | ﹤0.01% | 642 |
|
|
2017
Q3 | $29K | Buy |
2,310
+220
| +11% | +$2.76K | ﹤0.01% | 638 |
|
|
2017
Q2 | $26K | Hold |
2,090
| – | – | ﹤0.01% | 652 |
|
|
2017
Q1 | $26K | Hold |
2,090
| – | – | ﹤0.01% | 648 |
|
|
2016
Q4 | $23K | Hold |
2,090
| – | – | ﹤0.01% | 670 |
|
|
2016
Q3 | $21K | Hold |
2,090
| – | – | ﹤0.01% | 674 |
|
|
2016
Q2 | $19K | Hold |
2,090
| – | – | ﹤0.01% | 687 |
|
|
2016
Q1 | $19K | Hold |
2,090
| – | – | ﹤0.01% | 689 |
|
|
2015
Q4 | $18K | Hold |
2,090
| – | – | ﹤0.01% | 691 |
|
|
2015
Q3 | $17K | Hold |
2,090
| – | – | ﹤0.01% | 709 |
|
|
2015
Q2 | $18K | Hold |
2,090
| – | – | ﹤0.01% | 727 |
|
|
2015
Q1 | $20K | Hold |
2,090
| – | – | ﹤0.01% | 707 |
|
|
2014
Q4 | $18K | Hold |
2,090
| – | – | ﹤0.01% | 717 |
|
|
2014
Q3 | $16K | Hold |
2,090
| – | – | ﹤0.01% | 737 |
|
|
2014
Q2 | $17K | Hold |
2,090
| – | – | ﹤0.01% | 744 |
|
|
2014
Q1 | $15K | Hold |
2,090
| – | – | ﹤0.01% | 776 |
|
|
2013
Q4 | $12K | Hold |
2,090
| – | – | ﹤0.01% | 747 |
|
|
2013
Q3 | $14K | Hold |
2,090
| – | – | ﹤0.01% | 724 |
|
|
2013
Q2 | $12K | Buy |
+2,090
| New | +$12K | ﹤0.01% | 727 |
|