Mark Sheptoff Financial Planning’s Flowers Foods FLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-500
| Closed | -$9K | – | 373 |
|
|
2017
Q3 | $9K | Hold |
500
| – | – | 0.01% | 295 |
|
|
2017
Q2 | $9K | Sell |
500
-3,001
| -86% | -$54K | 0.01% | 281 |
|
|
2017
Q1 | $68K | Buy |
3,501
+1,301
| +59% | +$25.3K | 0.05% | 161 |
|
|
2016
Q4 | $44K | Buy |
+2,200
| New | +$44K | 0.03% | 185 |
|
|
2014
Q2 | – | Sell |
-1,200
| Closed | -$26K | – | 350 |
|
|
2014
Q1 | $26K | Buy |
+1,200
| New | +$26K | 0.02% | 221 |
|