Advisory Research’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-179,297
| Closed | -$2.06M | – | 348 |
|
|
2019
Q3 | $2.06M | Hold |
179,297
| – | – | 0.1% | 119 |
|
|
2019
Q2 | $2.41M | Hold |
179,297
| – | – | 0.05% | 176 |
|
|
2019
Q1 | $2.34M | Hold |
179,297
| – | – | 0.05% | 166 |
|
|
2018
Q4 | $2.37M | Sell |
179,297
-2,316
| -1% | -$30.5K | 0.05% | 173 |
|
|
2018
Q3 | $2.7M | Hold |
181,613
| – | – | 0.04% | 174 |
|
|
2018
Q2 | $2.33M | Buy |
181,613
+36,438
| +25% | +$467K | 0.04% | 199 |
|
|
2018
Q1 | $1.85M | Buy |
145,175
+50,824
| +54% | +$647K | 0.03% | 218 |
|
|
2017
Q4 | $1.15M | Buy |
+94,351
| New | +$1.15M | 0.02% | 265 |
|