Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Flex FLEX Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,329
Closed -$313K – 295
2022
Q4 		$313K Hold
19,329
– – ﹤0.01% 127
2022
Q3 		$242K Hold
19,329
– – ﹤0.01% 131
2022
Q2 		$210K Hold
19,329
– – ﹤0.01% 137
2022
Q1 		$270K Buy
19,329
+200
+1% +$2.56K ﹤0.01% 148
2021
Q4 		$265K Buy
19,129
+98
+0.5% +$1.33K ﹤0.01% 157
2021
Q3 		$254K Buy
19,031
+2,467
+15% +$33.2K ﹤0.01% 156
2021
Q2 		$223K Buy
16,564
+7,804
+89% +$106K ﹤0.01% 158
2021
Q1 		$121K Buy
+8,760
New +$121K ﹤0.01% 219

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Invesco
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LAM
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