Cabot Wealth Management’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-187,679
| Closed | -$4.28M | – | 170 |
|
|
2021
Q2 | $4.28M | Sell |
187,679
-1,352
| -0.7% | -$30.8K | 0.57% | 52 |
|
|
2021
Q1 | $3.29M | Buy |
189,031
+16,128
| +9% | +$280K | 0.46% | 56 |
|
|
2020
Q4 | $2.9M | Sell |
172,903
-8,283
| -5% | -$139K | 0.45% | 61 |
|
|
2020
Q3 | $1.92M | Buy |
+181,186
| New | +$1.92M | 0.35% | 63 |
|