Woodmont Investment Counsel’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-19,568
| Closed | -$244K | – | 189 |
|
|
2017
Q3 | $244K | Buy |
+19,568
| New | +$244K | 0.07% | 171 |
|
|
2016
Q4 | – | Sell |
-796
| Closed | -$8K | – | 348 |
|
|
2016
Q3 | $8K | Buy |
+796
| New | +$8K | ﹤0.01% | 495 |
|
|
2016
Q2 | – | Sell |
-796
| Closed | -$7K | – | 284 |
|
|
2016
Q1 | $7K | Hold |
796
| – | – | ﹤0.01% | 440 |
|
|
2015
Q4 | $7K | Sell |
796
-1,195
| -60% | -$10.5K | ﹤0.01% | 453 |
|
|
2015
Q3 | $16K | Hold |
1,991
| – | – | ﹤0.01% | 370 |
|
|
2015
Q2 | $17K | Buy |
+1,991
| New | +$17K | ﹤0.01% | 363 |
|