LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Flowserve FLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$7.44K | – | 568 |
|
|
2023
Q3 | $7.44K | Sell |
200
-300
| -60% | -$11.2K | ﹤0.01% | 530 |
|
|
2023
Q2 | $18.6K | Buy |
+500
| New | +$18.6K | ﹤0.01% | 507 |
|
|
2021
Q3 | – | Sell |
-71
| Closed | -$3K | – | 820 |
|
|
2021
Q2 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 791 |
|
|
2015
Q1 | – | Sell |
-1,200
| Closed | -$72K | – | 625 |
|
|
2014
Q4 | $72K | Hold |
1,200
| – | – | ﹤0.01% | 387 |
|
|
2014
Q3 | $85K | Hold |
1,200
| – | – | ﹤0.01% | 356 |
|
|
2014
Q2 | $89K | Hold |
1,200
| – | – | ﹤0.01% | 370 |
|
|
2014
Q1 | $94K | Hold |
1,200
| – | – | ﹤0.01% | 349 |
|
|
2013
Q4 | $95K | Buy |
+1,200
| New | +$95K | ﹤0.01% | 335 |
|