Venturi Wealth Management’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-121
| Closed | -$6.96K | – | 1022 |
|
|
2024
Q4 | $6.96K | Hold |
121
| – | – | ﹤0.01% | 1545 |
|
|
2024
Q3 | $6.26K | Buy |
121
+27
| +29% | +$1.4K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $4.52K | Buy |
94
+10
| +12% | +$481 | ﹤0.01% | 1255 |
|
|
2024
Q1 | $3.84K | Buy |
+84
| New | +$3.84K | ﹤0.01% | 1143 |
|
|
2021
Q3 | – | Sell |
-9,500
| Closed | -$383K | – | 317 |
|
|
2021
Q2 | $383K | Hold |
9,500
| – | – | 0.03% | 251 |
|
|
2021
Q1 | $369K | Hold |
9,500
| – | – | 0.04% | 245 |
|
|
2020
Q4 | $350K | Sell |
9,500
-2,000
| -17% | -$73.7K | 0.04% | 238 |
|
|
2020
Q3 | $314K | Hold |
11,500
| – | – | 0.04% | 232 |
|
|
2020
Q2 | $328K | Buy |
+11,500
| New | +$328K | 0.04% | 213 |
|