Integrated Wealth Concepts’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
60,164
+15,912
| +36% | +$155K | 0.01% | 1178 |
|
|
2025
Q1 | $442K | Buy |
44,252
+524
| +1% | +$5.23K | 0.01% | 1198 |
|
|
2024
Q4 | $388K | Sell |
43,728
-29,309
| -40% | -$260K | ﹤0.01% | 1240 |
|
|
2024
Q3 | $853K | Buy |
73,037
+4,007
| +6% | +$46.8K | 0.01% | 869 |
|
|
2024
Q2 | $771K | Buy |
69,030
+15,064
| +28% | +$168K | 0.01% | 874 |
|
|
2024
Q1 | $658K | Buy |
53,966
+5,938
| +12% | +$72.4K | 0.01% | 929 |
|
|
2023
Q4 | $762K | Buy |
48,028
+4,243
| +10% | +$67.3K | 0.01% | 826 |
|
|
2023
Q3 | $587K | Sell |
43,785
-6,595
| -13% | -$88.4K | 0.01% | 909 |
|
|
2023
Q2 | $676K | Buy |
50,380
+10,814
| +27% | +$145K | 0.01% | 845 |
|
|
2023
Q1 | $624K | Buy |
+39,566
| New | +$624K | 0.01% | 780 |
|
|
2022
Q1 | – | Sell |
-19,362
| Closed | -$271K | – | 1055 |
|
|
2021
Q4 | $271K | Buy |
19,362
+3,919
| +25% | +$54.9K | 0.01% | 823 |
|
|
2021
Q3 | $215K | Buy |
+15,443
| New | +$215K | 0.01% | 868 |
|