EverSource Wealth Advisors’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
10,700
+3,200
| +43% | +$31.1K | ﹤0.01% | 1180 |
|
|
2025
Q1 | $74.8K | Sell |
7,500
-2,238
| -23% | -$22.3K | ﹤0.01% | 1030 |
|
|
2024
Q4 | $86.4K | Buy |
9,738
+4,580
| +89% | +$40.6K | ﹤0.01% | 955 |
|
|
2024
Q3 | $60.2K | Sell |
5,158
-217
| -4% | -$2.54K | ﹤0.01% | 988 |
|
|
2024
Q2 | $58.3K | Sell |
5,375
-533
| -9% | -$5.78K | ﹤0.01% | 1019 |
|
|
2024
Q1 | $71.9K | Sell |
5,908
-1,084
| -16% | -$13.2K | 0.01% | 840 |
|
|
2023
Q4 | $111K | Sell |
6,992
-18
| -0.3% | -$285 | 0.01% | 599 |
|
|
2023
Q3 | $93.9K | Sell |
7,010
-644
| -8% | -$8.63K | 0.01% | 585 |
|
|
2023
Q2 | $103K | Sell |
7,654
-1,602
| -17% | -$21.5K | 0.01% | 574 |
|
|
2023
Q1 | $146K | Sell |
9,256
-5,148
| -36% | -$81.2K | 0.02% | 443 |
|
|
2022
Q4 | $244K | Sell |
14,404
-489
| -3% | -$8.3K | 0.04% | 322 |
|
|
2022
Q3 | $198K | Sell |
14,893
-2,803
| -16% | -$37.3K | 0.05% | 299 |
|
|
2022
Q2 | $259K | Buy |
17,696
+6,001
| +51% | +$87.8K | 0.07% | 231 |
|
|
2022
Q1 | $233K | Buy |
11,695
+9,987
| +585% | +$199K | 0.06% | 238 |
|
|
2021
Q4 | $24K | Buy |
+1,708
| New | +$24K | 0.01% | 621 |
|