Evolution Wealth Advisors’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,409
| Closed | -$48K | – | 610 |
|
|
2021
Q3 | $48K | Sell |
3,409
-1,365
| -29% | -$19.2K | 0.01% | 220 |
|
|
2021
Q2 | $109K | Buy |
4,774
+1,365
| +40% | +$31.2K | 0.02% | 158 |
|
|
2021
Q1 | $59K | Hold |
3,409
| – | – | 0.01% | 180 |
|
|
2020
Q4 | $57K | Hold |
3,409
| – | – | 0.01% | 174 |
|
|
2020
Q3 | $36K | Buy |
+3,409
| New | +$36K | 0.01% | 211 |
|