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GeoWealth Management’s Vale VALE Stock Holding History

GeoWealth Management’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,949
Closed -$26.2K – 1767
2024
Q4 		$26.2K Buy
2,949
+464
+19% +$4.12K ﹤0.01% 1322
2024
Q3 		$29K Buy
+2,485
New +$29K ﹤0.01% 1214