Beacon Financial Group’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-27,236
| Closed | -$296K | – | 202 |
|
|
2014
Q3 | $296K | Sell |
27,236
-10,345
| -28% | -$112K | 0.06% | 154 |
|
|
2014
Q2 | $499K | Sell |
37,581
-7,237
| -16% | -$96.1K | 0.11% | 116 |
|
|
2014
Q1 | $613K | Sell |
44,818
-14,986
| -25% | -$205K | 0.13% | 105 |
|
|
2013
Q4 | $910K | Buy |
59,804
+5,974
| +11% | +$90.9K | 0.18% | 93 |
|
|
2013
Q3 | $840K | Buy |
+53,830
| New | +$840K | 0.18% | 100 |
|