Clearstead Advisors’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
7,447
+428
| +6% | +$22.4K | 0.01% | 670 |
|
|
2025
Q1 | $343K | Buy |
7,019
+1,235
| +21% | +$60.3K | 0.01% | 670 |
|
|
2024
Q4 | $333K | Sell |
5,784
-532
| -8% | -$30.6K | 0.01% | 686 |
|
|
2024
Q3 | $326K | Hold |
6,316
| – | – | 0.01% | 694 |
|
|
2024
Q2 | $304K | Buy |
+6,316
| New | +$304K | 0.01% | 675 |
|
|
2020
Q4 | – | Sell |
-2,210
| Closed | -$60K | – | 991 |
|
|
2020
Q3 | $60K | Hold |
2,210
| – | – | 0.01% | 444 |
|
|
2020
Q2 | $63K | Hold |
2,210
| – | – | 0.01% | 405 |
|
|
2020
Q1 | $53K | Buy |
+2,210
| New | +$53K | 0.01% | 398 |
|