Wealthspire Advisors (Maryland)’s Flowers Foods FLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $209K | Buy |
+8,570
| New | +$209K | 0.01% | 442 |
|
2019
Q2 | – | Sell |
-159
| Closed | -$3K | – | 1016 |
|
2019
Q1 | $3K | Sell |
159
-10
| -6% | -$189 | ﹤0.01% | 1995 |
|
2018
Q4 | $3K | Buy |
169
+94
| +125% | +$1.67K | ﹤0.01% | 1938 |
|
2018
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 2277 |
|
2018
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 2146 |
|
2018
Q1 | $2K | Sell |
75
-333
| -82% | -$8.88K | ﹤0.01% | 2165 |
|
2017
Q4 | $8K | Sell |
408
-4,560
| -92% | -$89.4K | ﹤0.01% | 1669 |
|
2017
Q3 | $93K | Sell |
4,968
-194
| -4% | -$3.63K | 0.01% | 739 |
|
2017
Q2 | $89K | Sell |
5,162
-33
| -0.6% | -$569 | 0.01% | 732 |
|
2017
Q1 | $101K | Buy |
5,195
+1,923
| +59% | +$37.4K | 0.01% | 600 |
|
2016
Q4 | $65K | Buy |
3,272
+3,244
| +11,586% | +$64.4K | 0.01% | 700 |
|
2016
Q3 | $0 | Hold |
28
| – | – | ﹤0.01% | 1757 |
|
2016
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1604 |
|
2016
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1642 |
|
2015
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1615 |
|