Allworth Financial’s Value Line VALU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-400
| Closed | -$18.4K | – | 3554 |
|
|
2023
Q2 | $18.4K | Hold |
400
| – | – | ﹤0.01% | 1591 |
|
|
2023
Q1 | $19.3K | Hold |
400
| – | – | ﹤0.01% | 1472 |
|
|
2022
Q4 | $20.4K | Hold |
400
| – | – | ﹤0.01% | 1358 |
|
|
2022
Q3 | $18K | Hold |
400
| – | – | ﹤0.01% | 1351 |
|
|
2022
Q2 | $26K | Hold |
400
| – | – | ﹤0.01% | 1135 |
|
|
2022
Q1 | $27K | Hold |
400
| – | – | ﹤0.01% | 1131 |
|
|
2021
Q4 | $19K | Buy |
+400
| New | +$19K | ﹤0.01% | 1148 |
|