Wintrust Investments’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $27K | Sell |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $239K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $200K | Hold |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $223K | Sell |
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|
2020
Q3 | $155K | Hold |
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|
2020
Q2 | $142K | Sell |
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|
2020
Q1 | $152K | Sell |
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|
2019
Q4 | $242K | Sell |
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|
2019
Q3 | $424K | Sell |
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|
2019
Q2 | $400K | Sell |
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|
2019
Q1 | $595K | Sell |
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|
2018
Q4 | $495K | Sell |
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|
2018
Q3 | $1.1M | Buy |
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|
2018
Q2 | $315K | Buy |
|