HCR Wealth Advisors’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,484
| Closed | -$568K | – | 173 |
|
|
2017
Q4 | $568K | Sell |
13,484
-2,845
| -17% | -$120K | 0.2% | 100 |
|
|
2017
Q3 | $695K | Sell |
16,329
-1,436
| -8% | -$61.1K | 0.29% | 83 |
|
|
2017
Q2 | $825K | Sell |
17,765
-132
| -0.7% | -$6.13K | 0.41% | 58 |
|
|
2017
Q1 | $867K | Buy |
17,897
+4,814
| +37% | +$233K | 0.44% | 57 |
|
|
2016
Q4 | $629K | Buy |
+13,083
| New | +$629K | 0.33% | 70 |
|