APP
VALE.P

Avantax Planning Partners’s Vale S A VALE.P Stock Holding History

Avantax Planning Partners’s Portfolio VALE.P Stock Details VALE.P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-577
Closed -$9K – 1453
2018
Q3 		$9K Buy
+577
New +$9K ﹤0.01% 928

Other funds holding VALE.P

QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return