JFS Wealth Advisors’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Buy |
1,236
+118
| +11% | +$1.15K | ﹤0.01% | 804 |
|
|
2025
Q1 | $11.2K | Buy |
+1,118
| New | +$11.2K | ﹤0.01% | 844 |
|
|
2024
Q4 | – | Sell |
-433
| Closed | -$5.06K | – | 1999 |
|
|
2024
Q3 | $5.06K | Sell |
433
-825
| -66% | -$9.64K | ﹤0.01% | 1116 |
|
|
2024
Q2 | $14.1K | Hold |
1,258
| – | – | ﹤0.01% | 690 |
|
|
2024
Q1 | $15.3K | Sell |
1,258
-138
| -10% | -$1.68K | ﹤0.01% | 687 |
|
|
2023
Q4 | $22.1K | Hold |
1,396
| – | – | ﹤0.01% | 565 |
|
|
2023
Q3 | $18.7K | Sell |
1,396
-124
| -8% | -$1.66K | ﹤0.01% | 565 |
|
|
2023
Q2 | $20.4K | Sell |
1,520
-228
| -13% | -$3.06K | ﹤0.01% | 540 |
|
|
2023
Q1 | $27.6K | Hold |
1,748
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $29.7K | Sell |
1,748
-509
| -23% | -$8.64K | ﹤0.01% | 447 |
|
|
2022
Q3 | $30K | Sell |
2,257
-27
| -1% | -$359 | ﹤0.01% | 483 |
|
|
2022
Q2 | $33K | Buy |
2,284
+225
| +11% | +$3.25K | ﹤0.01% | 483 |
|
|
2022
Q1 | $41K | Buy |
2,059
+1,568
| +319% | +$31.2K | ﹤0.01% | 468 |
|
|
2021
Q4 | $7K | Buy |
+491
| New | +$7K | ﹤0.01% | 748 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$4K | – | 640 |
|
|
2021
Q1 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 494 |
|
|
2020
Q1 | – | Sell |
-45
| Closed | -$1K | – | 570 |
|
|
2019
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 496 |
|