180 Wealth Advisors’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,255
| Closed | -$705K | – | 424 |
|
|
2024
Q4 | $705K | Buy |
12,255
+565
| +5% | +$32.5K | 0.11% | 173 |
|
|
2024
Q3 | $604K | Buy |
11,690
+3,361
| +40% | +$174K | 0.1% | 199 |
|
|
2024
Q2 | $401K | Buy |
8,329
+2,892
| +53% | +$139K | 0.07% | 261 |
|
|
2024
Q1 | $248K | Buy |
+5,437
| New | +$248K | 0.04% | 332 |
|
|
2019
Q4 | – | Sell |
-7,024
| Closed | -$319K | – | 270 |
|
|
2019
Q3 | $319K | Buy |
7,024
+402
| +6% | +$18.3K | 0.14% | 182 |
|
|
2019
Q2 | $301K | Sell |
6,622
-113
| -2% | -$5.14K | 0.14% | 185 |
|
|
2019
Q1 | $334K | Sell |
6,735
-53
| -0.8% | -$2.63K | 0.15% | 171 |
|
|
2018
Q4 | $371K | Hold |
6,788
| – | – | 0.17% | 163 |
|
|
2018
Q3 | $371K | Buy |
6,788
+98
| +1% | +$5.36K | 0.17% | 163 |
|
|
2018
Q2 | $270K | Sell |
6,690
-25
| -0.4% | -$1.01K | 0.13% | 190 |
|
|
2018
Q1 | $290K | Buy |
+6,715
| New | +$290K | 0.15% | 171 |
|