Wealthspire Advisors (New York)’s Flowers Foods FLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,236
| Closed | -$277K | – | 707 |
|
|
2020
Q4 | $277K | Buy |
12,236
+3,666
| +43% | +$83K | 0.01% | 461 |
|
|
2020
Q3 | $209K | Buy |
+8,570
| New | +$209K | 0.01% | 296 |
|
|
2020
Q2 | – | Sell |
-12,989
| Closed | -$267K | – | 362 |
|
|
2020
Q1 | $267K | Buy |
12,989
+3,549
| +38% | +$73K | 0.01% | 409 |
|
|
2019
Q4 | $205K | Buy |
+9,440
| New | +$205K | 0.01% | 200 |
|
|
2019
Q1 | – | Sell |
-285
| Closed | -$5K | – | 311 |
|
|
2018
Q4 | $5K | Buy |
+285
| New | +$5K | ﹤0.01% | 641 |
|