WR Wealth Planners’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 | $935K | Sell |
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|
2024
Q3 | $1.06M | Buy |
|
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|
2024
Q2 | $903K | Buy |
|
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|
2024
Q1 | $635K | Sell |
|
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|
2023
Q4 | $686K | Buy |
|
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|
2023
Q3 | $540K | Sell |
|
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|
2023
Q2 | $656K | Buy |
|
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|
2023
Q1 | $526K | Buy |
|
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $445K | Buy |
|
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|
2022
Q2 | $360K | Buy |
|
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|
2022
Q1 | $451K | Buy |
|