Wellington Shields & Co’s Fluence Energy FLNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,500
| Closed | -$199K | – | 310 |
|
|
2024
Q4 | $199K | Hold |
12,500
| – | – | 0.06% | 202 |
|
|
2024
Q3 | $284K | Hold |
12,500
| – | – | 0.09% | 182 |
|
|
2024
Q2 | $217K | Buy |
+12,500
| New | +$217K | 0.07% | 200 |
|
|
2022
Q3 | – | Sell |
-23,400
| Closed | -$222K | – | 282 |
|
|
2022
Q2 | $222K | Hold |
23,400
| – | – | 0.05% | 187 |
|
|
2022
Q1 | $307K | Hold |
23,400
| – | – | 0.1% | 164 |
|
|
2021
Q4 | $832K | Buy |
+23,400
| New | +$832K | 0.17% | 90 |
|