Cobiz Wealth’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,704
| Closed | -$209K | – | 138 |
|
|
2015
Q1 | $209K | Sell |
3,704
-81,363
| -96% | -$4.59M | 0.05% | 125 |
|
|
2014
Q4 | $5.09M | Sell |
85,067
-2,610
| -3% | -$156K | 1.16% | 45 |
|
|
2014
Q3 | $6.18M | Sell |
87,677
-1,931
| -2% | -$136K | 1.44% | 24 |
|
|
2014
Q2 | $6.66M | Sell |
89,608
-2,791
| -3% | -$208K | 1.54% | 21 |
|
|
2014
Q1 | $7.24M | Sell |
92,399
-227
| -0.2% | -$17.8K | 1.73% | 16 |
|
|
2013
Q4 | $7.3M | Sell |
92,626
-1,768
| -2% | -$139K | 1.74% | 16 |
|
|
2013
Q3 | $5.89M | Sell |
94,394
-1,481
| -2% | -$92.4K | 1.49% | 26 |
|
|
2013
Q2 | $5.18M | Buy |
+95,875
| New | +$5.18M | 1.37% | 36 |
|