Axxcess Wealth Management’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22,187
| Closed | -$259K | – | 935 |
|
|
2024
Q3 | $259K | Buy |
+22,187
| New | +$259K | 0.01% | 740 |
|
|
2024
Q2 | – | Sell |
-30,940
| Closed | -$377K | – | 948 |
|
|
2024
Q1 | $377K | Sell |
30,940
-29,207
| -49% | -$356K | 0.01% | 603 |
|
|
2023
Q4 | $954K | Buy |
60,147
+48,107
| +400% | +$763K | 0.03% | 367 |
|
|
2023
Q3 | $161K | Buy |
+12,040
| New | +$161K | 0.01% | 753 |
|
|
2022
Q2 | – | Sell |
-48,138
| Closed | -$962K | – | 669 |
|
|
2022
Q1 | $962K | Buy |
+48,138
| New | +$962K | 0.08% | 222 |
|