WFG Advisors’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $56K | Hold |
1,200
| – | – | 0.01% | 675 |
|
|
2017
Q1 | $58K | Hold |
1,200
| – | – | 0.02% | 623 |
|
|
2016
Q4 | $58K | Hold |
1,200
| – | – | 0.01% | 684 |
|
|
2016
Q3 | $58K | Hold |
1,200
| – | – | 0.01% | 667 |
|
|
2016
Q2 | $54K | Hold |
1,200
| – | – | 0.01% | 669 |
|
|
2016
Q1 | $53K | Hold |
1,200
| – | – | 0.02% | 646 |
|
|
2015
Q4 | $50K | Hold |
1,200
| – | – | 0.01% | 660 |
|
|
2015
Q3 | $49K | Hold |
1,200
| – | – | 0.02% | 643 |
|
|
2015
Q2 | $63K | Hold |
1,200
| – | – | 0.02% | 656 |
|
|
2015
Q1 | $68K | Buy |
1,200
+200
| +20% | +$11.3K | 0.02% | 650 |
|
|
2014
Q4 | $60K | Buy |
+1,000
| New | +$60K | 0.01% | 811 |
|
|
2014
Q1 | – | Sell |
-36
| Closed | -$3K | – | 2046 |
|
|
2013
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 1868 |
|
|
2013
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 1928 |
|
|
2013
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1845 |
|