Glassman Wealth Services’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-472
| Closed | -$7.49K | – | 1756 |
|
|
2023
Q4 | $7.49K | Sell |
472
-38
| -7% | -$603 | ﹤0.01% | 954 |
|
|
2023
Q3 | $6.83K | Sell |
510
-25
| -5% | -$335 | ﹤0.01% | 967 |
|
|
2023
Q2 | $7.18K | Sell |
535
-2
| -0.4% | -$27 | ﹤0.01% | 893 |
|
|
2023
Q1 | $8.47K | Sell |
537
-88
| -14% | -$1.39K | ﹤0.01% | 866 |
|
|
2022
Q4 | $10.6K | Sell |
625
-100
| -14% | -$1.7K | ﹤0.01% | 810 |
|
|
2022
Q3 | $10K | Sell |
725
-5
| -0.7% | -$69 | ﹤0.01% | 805 |
|
|
2022
Q2 | $11K | Hold |
730
| – | – | ﹤0.01% | 795 |
|
|
2022
Q1 | $15K | Hold |
730
| – | – | ﹤0.01% | 729 |
|
|
2021
Q4 | $10K | Buy |
730
+272
| +59% | +$3.73K | ﹤0.01% | 803 |
|
|
2021
Q3 | $6K | Sell |
458
-187
| -29% | -$2.45K | ﹤0.01% | 932 |
|
|
2021
Q2 | $15K | Sell |
645
-8
| -1% | -$186 | ﹤0.01% | 655 |
|
|
2021
Q1 | $11K | Buy |
653
+35
| +6% | +$590 | ﹤0.01% | 694 |
|
|
2020
Q4 | $10K | Sell |
618
-18
| -3% | -$291 | ﹤0.01% | 729 |
|
|
2020
Q3 | $7K | Buy |
636
+317
| +99% | +$3.49K | ﹤0.01% | 713 |
|
|
2020
Q2 | $3K | Buy |
+319
| New | +$3K | ﹤0.01% | 794 |
|
|
2015
Q4 | – | Sell |
-1,630
| Closed | -$7K | – | 439 |
|
|
2015
Q3 | $7K | Hold |
1,630
| – | – | 0.01% | 338 |
|
|
2015
Q2 | $10K | Hold |
1,630
| – | – | 0.01% | 324 |
|
|
2015
Q1 | $9K | Hold |
1,630
| – | – | 0.01% | 341 |
|
|
2014
Q4 | $13K | Buy |
+1,630
| New | +$13K | 0.01% | 324 |
|