IBEX Wealth Advisors’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,803
| Closed | -$736K | – | 152 |
|
|
2024
Q4 | $736K | Sell |
12,803
-7,318
| -36% | -$421K | 0.09% | 131 |
|
|
2024
Q3 | $706K | Buy |
20,121
+8,608
| +75% | +$302K | 0.19% | 64 |
|
|
2024
Q2 | $554K | Buy |
+11,513
| New | +$554K | 0.09% | 91 |
|
|
2024
Q1 | – | Sell |
-12
| Closed | -$484 | – | 128 |
|
|
2023
Q4 | $484 | Sell |
12
-12,350
| -100% | -$498K | 0.11% | 85 |
|
|
2023
Q3 | $492K | Buy |
+12,362
| New | +$492K | 0.13% | 78 |
|