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Dorchester Wealth Management’s Flexible Solutions FSI Stock Holding History

Dorchester Wealth Management’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11,000
Closed -$26K – 125
2019
Q3 		$26K Hold
11,000
– – 0.01% 128
2019
Q2 		$50K Buy
+11,000
New +$34.7K 0.01% 126

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Dorchester Wealth Management's FSI Position: Q4 2019 in Review

Dorchester Wealth Management sold out of Flexible Solutions (FSI) in Q4 2019, closing a stake of 11,000 shares — an estimated $26K sold.

Dorchester Wealth Management first reported a position in FSI in Q2 2019 and held it in 2 quarters. The position peaked at $50K in Q2 2019. 18 funds tracked by Wall St. Rank hold FSI as of Q4 2019.

  • Dorchester Wealth Management reported no remaining Flexible Solutions position as of Q4 2019 after selling out during the quarter.
  • Dorchester Wealth Management sold 11,000 Flexible Solutions shares in Q4 2019, an estimated $26K.
  • Dorchester Wealth Management first reported a position in Flexible Solutions in Q2 2019 and held it in 2 quarters.
  • Dorchester Wealth Management's Flexible Solutions position peaked at $50K in Q2 2019.
  • 18 funds tracked by Wall St. Rank held Flexible Solutions as of Q4 2019.

Based on Dorchester Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.