Concert Wealth Management’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-13,255
| Closed | -$75K | – | 896 |
|
|
2016
Q3 | $75K | Buy |
13,255
+408
| +3% | +$2.31K | 0.01% | 775 |
|
|
2016
Q2 | $67K | Buy |
12,847
+740
| +6% | +$3.86K | 0.01% | 655 |
|
|
2016
Q1 | $52K | Buy |
12,107
+500
| +4% | +$2.15K | 0.01% | 658 |
|
|
2015
Q4 | $38K | Sell |
11,607
-4,652
| -29% | -$15.2K | 0.01% | 667 |
|
|
2015
Q3 | $70K | Sell |
16,259
-301
| -2% | -$1.3K | 0.01% | 678 |
|
|
2015
Q2 | $97K | Sell |
16,560
-4,390
| -21% | -$25.7K | 0.01% | 672 |
|
|
2015
Q1 | $106K | Buy |
+20,950
| New | +$106K | 0.03% | 424 |
|
|
2014
Q4 | – | Sell |
-29,246
| Closed | -$323K | – | 664 |
|
|
2014
Q3 | $323K | Buy |
29,246
+1,289
| +5% | +$14.2K | 0.04% | 371 |
|
|
2014
Q2 | $337K | Sell |
27,957
-2,524
| -8% | -$30.4K | 0.04% | 387 |
|
|
2014
Q1 | $416K | Buy |
30,481
+1,891
| +7% | +$25.8K | 0.05% | 319 |
|
|
2013
Q4 | $437K | Buy |
28,590
+6,933
| +32% | +$106K | 0.06% | 293 |
|
|
2013
Q3 | $336K | Buy |
21,657
+3,346
| +18% | +$51.9K | 0.05% | 343 |
|
|
2013
Q2 | $243K | Buy |
+18,311
| New | +$243K | 0.04% | 396 |
|