B. Riley Wealth Advisors’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,956
| Closed | -$174K | – | 1528 |
|
|
2023
Q4 | $174K | Buy |
+10,956
| New | +$174K | ﹤0.01% | 1281 |
|
|
2021
Q3 | – | Sell |
-9,630
| Closed | -$220K | – | 1475 |
|
|
2021
Q2 | $220K | Buy |
+9,630
| New | +$220K | 0.01% | 1171 |
|
|
2019
Q1 | – | Sell |
-19,243
| Closed | -$254K | – | 777 |
|
|
2018
Q4 | $254K | Buy |
+19,243
| New | +$254K | 0.04% | 496 |
|
|
2015
Q1 | – | Sell |
-9,605
| Closed | -$79 | – | 1921 |
|
|
2014
Q4 | $79 | Buy |
+9,605
| New | +$79 | ﹤0.01% | 1846 |
|
|
2014
Q2 | – | Sell |
-10,900
| Closed | -$151K | – | 2463 |
|
|
2014
Q1 | $151K | Buy |
10,900
+2,569
| +31% | +$35.6K | 0.05% | 481 |
|
|
2013
Q4 | $127K | Sell |
8,331
-976
| -10% | -$14.9K | 0.04% | 484 |
|
|
2013
Q3 | $145K | Buy |
+9,307
| New | +$145K | 0.05% | 435 |
|