Bartlett & Co Wealth Management’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$7.99K | – | 1257 |
|
|
2023
Q3 | $7.99K | Buy |
+200
| New | +$7.99K | ﹤0.01% | 952 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$15K | – | 860 |
|
|
2019
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 685 |
|
|
2019
Q3 | $14.1K | Sell |
300
-105
| -26% | -$4.93K | ﹤0.01% | 698 |
|
|
2019
Q2 | $21.4K | Sell |
405
-300
| -43% | -$15.9K | ﹤0.01% | 525 |
|
|
2019
Q1 | $32K | Sell |
705
-400
| -36% | -$18.1K | ﹤0.01% | 476 |
|
|
2018
Q4 | $42K | Sell |
1,105
-2,100
| -66% | -$79.8K | ﹤0.01% | 435 |
|
|
2018
Q3 | $176K | Sell |
3,205
-2,590
| -45% | -$142K | 0.01% | 268 |
|
|
2018
Q2 | $235K | Sell |
5,795
-33,833
| -85% | -$1.37M | 0.01% | 238 |
|
|
2018
Q1 | $1.72M | Buy |
+39,628
| New | +$1.72M | 0.07% | 132 |
|