United Capital Financial Advisors’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,522
| Closed | -$203K | – | 1274 |
|
|
2016
Q2 | $203K | Sell |
4,522
-424
| -9% | -$19K | ﹤0.01% | 1169 |
|
|
2016
Q1 | $220K | Sell |
4,946
-111
| -2% | -$4.94K | ﹤0.01% | 1103 |
|
|
2015
Q4 | $213K | Sell |
5,057
-5,797
| -53% | -$244K | ﹤0.01% | 1115 |
|
|
2015
Q3 | $447K | Buy |
10,854
+1,569
| +17% | +$64.6K | 0.01% | 927 |
|
|
2015
Q2 | $489K | Sell |
9,285
-6,984
| -43% | -$368K | 0.01% | 930 |
|
|
2015
Q1 | $952K | Sell |
16,269
-872
| -5% | -$51K | 0.01% | 731 |
|
|
2014
Q4 | $1.03M | Buy |
17,141
+791
| +5% | +$47.3K | 0.02% | 646 |
|
|
2014
Q3 | $1.15M | Sell |
16,350
-203
| -1% | -$14.3K | 0.02% | 568 |
|
|
2014
Q2 | $1.23M | Sell |
16,553
-553
| -3% | -$41.1K | 0.02% | 515 |
|
|
2014
Q1 | $1.34M | Buy |
17,106
+730
| +4% | +$57.2K | 0.03% | 425 |
|
|
2013
Q4 | $1.29M | Buy |
16,376
+2,932
| +22% | +$231K | 0.04% | 301 |
|
|
2013
Q3 | $839K | Buy |
13,444
+811
| +6% | +$50.6K | 0.03% | 365 |
|
|
2013
Q2 | $682K | Buy |
+12,633
| New | +$682K | 0.02% | 462 |
|