Dynamic Advisor Solutions’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,108
| Closed | -$231K | – | 961 |
|
|
2023
Q4 | $231K | Buy |
15,108
+1,883
| +14% | +$28.8K | 0.01% | 792 |
|
|
2023
Q3 | $177K | Buy |
+13,225
| New | +$177K | 0.01% | 789 |
|
|
2021
Q2 | – | Sell |
-12,473
| Closed | -$217K | – | 757 |
|
|
2021
Q1 | $217K | Buy |
+12,473
| New | +$217K | 0.02% | 591 |
|