American Trust Investment Advisors’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.5K | Sell |
10,145
-79,310
| -89% | -$770K | 0.05% | 81 |
|
|
2025
Q1 | $893K | Buy |
89,455
+23,930
| +37% | +$239K | 0.37% | 51 |
|
|
2024
Q4 | $581K | Buy |
65,525
+18,405
| +39% | +$163K | 0.24% | 77 |
|
|
2024
Q3 | $550K | Buy |
+47,120
| New | +$550K | 0.23% | 70 |
|
|
2021
Q4 | – | Sell |
-108,185
| Closed | -$1.51M | – | 95 |
|
|
2021
Q3 | $1.51M | Sell |
108,185
-15,165
| -12% | -$212K | 0.85% | 41 |
|
|
2021
Q2 | $2.81M | Buy |
123,350
+2,225
| +2% | +$50.8K | 1.51% | 32 |
|
|
2021
Q1 | $2.11M | Buy |
+121,125
| New | +$2.11M | 1.23% | 37 |
|