Cerity Partners’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Sell |
17,684
-3,382
| -16% | -$32.8K | ﹤0.01% | 2390 |
|
|
2025
Q1 | $210K | Buy |
21,066
+4,344
| +26% | +$43.4K | ﹤0.01% | 2189 |
|
|
2024
Q4 | $158K | Buy |
16,722
+6,001
| +56% | +$56.7K | ﹤0.01% | 2279 |
|
|
2024
Q3 | $125K | Buy |
+10,721
| New | +$125K | ﹤0.01% | 2403 |
|
|
2024
Q2 | – | Sell |
-14,936
| Closed | -$182K | – | 2412 |
|
|
2024
Q1 | $182K | Sell |
14,936
-3,080
| -17% | -$37.5K | ﹤0.01% | 2131 |
|
|
2023
Q4 | $286K | Buy |
18,016
+2,399
| +15% | +$38K | ﹤0.01% | 1544 |
|
|
2023
Q3 | $209K | Sell |
15,617
-13,337
| -46% | -$179K | ﹤0.01% | 1272 |
|
|
2023
Q2 | $389K | Sell |
28,954
-8,800
| -23% | -$118K | ﹤0.01% | 1289 |
|
|
2023
Q1 | $3.43M | Buy |
+37,754
| New | +$3.43M | 0.01% | 568 |
|
|
2022
Q3 | – | Sell |
-23,433
| Closed | -$341K | – | 1268 |
|
|
2022
Q2 | $341K | Buy |
+23,433
| New | +$341K | ﹤0.01% | 865 |
|