Curated Wealth Partners’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,757
| Closed | -$186K | – | 142 |
|
|
2023
Q1 | $186K | Sell |
11,757
-5,689
| -33% | -$89.8K | 0.04% | 127 |
|
|
2022
Q4 | $296K | Sell |
17,446
-3,732
| -18% | -$63.3K | 0.07% | 94 |
|
|
2022
Q3 | $282K | Sell |
21,178
-1,815
| -8% | -$24.2K | 0.08% | 100 |
|
|
2022
Q2 | $336K | Buy |
+22,993
| New | +$336K | 0.1% | 95 |
|
|
2022
Q1 | – | Sell |
-21,481
| Closed | -$301K | – | 143 |
|
|
2021
Q4 | $301K | Buy |
21,481
+43
| +0.2% | +$603 | 0.1% | 113 |
|
|
2021
Q3 | $299K | Buy |
21,438
+517
| +2% | +$7.21K | 0.17% | 110 |
|
|
2021
Q2 | $477K | Sell |
20,921
-1,801
| -8% | -$41.1K | 0.26% | 76 |
|
|
2021
Q1 | $395K | Sell |
22,722
-6,730
| -23% | -$117K | 0.24% | 82 |
|
|
2020
Q4 | $494K | Buy |
+29,452
| New | +$494K | 0.32% | 61 |
|