Bartlett & Co Wealth Management’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,500
| Closed | -$16.8K | – | 1159 |
|
|
2024
Q2 | $16.8K | Sell |
1,500
-700
| -32% | -$7.82K | ﹤0.01% | 841 |
|
|
2024
Q1 | $26.8K | Buy |
2,200
+800
| +57% | +$9.75K | ﹤0.01% | 773 |
|
|
2023
Q4 | $22.2K | Sell |
1,400
-400
| -22% | -$6.36K | ﹤0.01% | 864 |
|
|
2023
Q3 | $24.1K | Sell |
1,800
-1,900
| -51% | -$25.5K | ﹤0.01% | 781 |
|
|
2023
Q2 | $49.7K | Buy |
+3,700
| New | +$49.7K | ﹤0.01% | 671 |
|