SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / FLR

Swaine & Leidel Wealth Services, LLC’s Fluor Corp Position

Does Swaine & Leidel Wealth Services, LLC own Fluor Corp (FLR)? Not currently — the last reported position was 84.9K shares worth $3M in Q3 2019; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$3M
Q3 2019
Shares
84.9K
% of Portfolio
+2.91%
Quarters Held
3
position exited

Position History FLR

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $3MQ2 ’19Q3 ’19: $3MQ3 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q3 201984.9K$3M+2.91%
Q2 201976.3K$3M+2.73%
Q1 201962.4K$2M+2.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of FLR.