YHB Investment Advisors’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,720
| Closed | -$578K | – | 187 |
|
|
2017
Q4 | $578K | Buy |
13,720
+865
| +7% | +$36.4K | 0.1% | 126 |
|
|
2017
Q3 | $547K | Buy |
12,855
+326
| +3% | +$13.9K | 0.1% | 125 |
|
|
2017
Q2 | $582K | Buy |
12,529
+928
| +8% | +$43.1K | 0.1% | 126 |
|
|
2017
Q1 | $590K | Buy |
11,601
+1,955
| +20% | +$99.4K | 0.11% | 120 |
|
|
2016
Q4 | $463K | Buy |
9,646
+781
| +9% | +$37.5K | 0.1% | 125 |
|
|
2016
Q3 | $428K | Buy |
8,865
+21
| +0.2% | +$1.01K | 0.1% | 122 |
|
|
2016
Q2 | $399K | Sell |
8,844
-60
| -0.7% | -$2.71K | 0.09% | 127 |
|
|
2016
Q1 | $395K | Sell |
8,904
-12,940
| -59% | -$574K | 0.11% | 119 |
|
|
2015
Q4 | $919K | Sell |
21,844
-5,060
| -19% | -$213K | 0.21% | 103 |
|
|
2015
Q3 | $1.11M | Sell |
26,904
-1,150
| -4% | -$47.3K | 0.26% | 98 |
|
|
2015
Q2 | $1.48M | Buy |
28,054
+1,150
| +4% | +$60.5K | 0.32% | 88 |
|
|
2015
Q1 | $1.52M | Buy |
26,904
+1,680
| +7% | +$94.9K | 0.34% | 81 |
|
|
2014
Q4 | $1.51M | Buy |
25,224
+105
| +0.4% | +$6.28K | 0.35% | 82 |
|
|
2014
Q3 | $1.77M | Buy |
25,119
+245
| +1% | +$17.3K | 0.43% | 74 |
|
|
2014
Q2 | $1.85M | Buy |
24,874
+265
| +1% | +$19.7K | 0.45% | 74 |
|
|
2014
Q1 | $1.93M | Buy |
24,609
+275
| +1% | +$21.5K | 0.49% | 69 |
|
|
2013
Q4 | $1.92M | Buy |
24,334
+205
| +0.8% | +$16.2K | 0.51% | 68 |
|
|
2013
Q3 | $1.51M | Sell |
24,129
-75
| -0.3% | -$4.68K | 0.45% | 74 |
|
|
2013
Q2 | $1.31M | Buy |
+24,204
| New | +$1.31M | 0.41% | 80 |
|