CAPTRUST Financial Advisors’s Velocity Financial VEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-149
| Closed | -$2K | – | 3996 |
|
|
2022
Q2 | $2K | Hold |
149
| – | – | ﹤0.01% | 4517 |
|
|
2022
Q1 | $2K | Hold |
149
| – | – | ﹤0.01% | 4548 |
|
|
2021
Q4 | $2K | Hold |
149
| – | – | ﹤0.01% | 4457 |
|
|
2021
Q3 | $2K | Hold |
149
| – | – | ﹤0.01% | 4307 |
|
|
2021
Q2 | $2K | Hold |
149
| – | – | ﹤0.01% | 4211 |
|
|
2021
Q1 | $1K | Buy |
+149
| New | +$1K | ﹤0.01% | 4248 |
|