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BigSur Wealth Management’s Vale VALE Stock Holding History

BigSur Wealth Management’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-12,150
Closed -$125K – 111
2020
Q2 		$125K Hold
12,150
– – 0.09% 92
2020
Q1 		$101K Sell
12,150
-2,500
-17% -$27.2K 0.08% 96
2019
Q4 		$193K Sell
14,650
-5,000
-25% -$60.1K 0.11% 106
2019
Q3 		$226K Hold
19,650
– – 0.15% 92
2019
Q2 		$274K Hold
19,650
– – 0.19% 83
2019
Q1 		$257K Hold
19,650
– – 0.17% 89
2018
Q4 		$259K Sell
19,650
-1,000
-5% -$14.3K 0.18% 83
2018
Q3 		$306K Sell
20,650
-5,000
-19% -$67.5K 0.19% 79
2018
Q2 		$329K Hold
25,650
– – 0.24% 71
2018
Q1 		$326K Sell
25,650
-10,890
-30% -$143K 0.23% 77
2017
Q4 		$452K Sell
36,540
-20,000
-35% -$212K 0.45% 50
2017
Q3 		$569K Sell
56,540
-12,805
-18% -$129K 0.57% 46
2017
Q2 		$718K Hold
69,345
– – 0.73% 34
2017
Q1 		$573K Sell
69,345
-17,702
-20% -$176K 0.62% 39
2016
Q4 		$663K Buy
+87,047
New +$638K 0.89% 27

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