Perigon Wealth Management’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-751
| Closed | -$28K | – | 677 |
|
|
2020
Q4 | $28K | Buy |
+751
| New | +$28K | ﹤0.01% | 914 |
|
|
2017
Q3 | – | Sell |
-6,042
| Closed | -$282K | – | 668 |
|
|
2017
Q2 | $282K | Buy |
6,042
+776
| +15% | +$36.2K | 0.06% | 221 |
|
|
2017
Q1 | $256K | Buy |
5,266
+575
| +12% | +$28K | 0.05% | 231 |
|
|
2016
Q4 | $218K | Buy |
+4,691
| New | +$218K | 0.05% | 238 |
|