TrueWealth LLC’s Flowers Foods FLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $36K | Hold |
1,599
| – | – | 0.02% | 305 |
|
|
2020
Q1 | $33K | Sell |
1,599
-500
| -24% | -$10.3K | 0.02% | 298 |
|
|
2019
Q4 | $46K | Hold |
2,099
| – | – | 0.02% | 283 |
|
|
2019
Q3 | $49K | Hold |
2,099
| – | – | 0.02% | 265 |
|
|
2019
Q2 | $49K | Sell |
2,099
-2,050
| -49% | -$47.9K | 0.02% | 265 |
|
|
2019
Q1 | $88K | Hold |
4,149
| – | – | 0.04% | 210 |
|
|
2018
Q4 | $77K | Hold |
4,149
| – | – | 0.04% | 209 |
|
|
2018
Q3 | $77K | Sell |
4,149
-2,050
| -33% | -$38K | 0.04% | 225 |
|
|
2018
Q2 | $129K | Hold |
6,199
| – | – | 0.06% | 175 |
|
|
2018
Q1 | $136K | Buy |
6,199
+49
| +0.8% | +$1.08K | 0.07% | 158 |
|
|
2017
Q4 | $119K | Buy |
+6,150
| New | +$119K | 0.06% | 190 |
|