Appleton Partners’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,475
| Closed | -$165K | – | 298 |
|
|
2023
Q1 | $165K | Hold |
10,475
| – | – | 0.01% | 294 |
|
|
2022
Q4 | $178K | Hold |
10,475
| – | – | 0.02% | 295 |
|
|
2022
Q3 | $140K | Hold |
10,475
| – | – | 0.01% | 290 |
|
|
2022
Q2 | $153K | Hold |
10,475
| – | – | 0.01% | 292 |
|
|
2022
Q1 | $209K | Sell |
10,475
-1,275
| -11% | -$25.4K | 0.02% | 299 |
|
|
2021
Q4 | $165K | Hold |
11,750
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $164K | Hold |
11,750
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $268K | Sell |
11,750
-475
| -4% | -$10.8K | 0.02% | 262 |
|
|
2021
Q1 | $212K | Buy |
+12,225
| New | +$212K | 0.02% | 272 |
|