Jones Financial Companies’s Vale VALE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $277K | Sell |
28,477
-5,721
| -17% | -$55.7K | ﹤0.01% | 1522 |
|
2025
Q1 | $343K | Buy |
34,198
+8,549
| +33% | +$85.8K | ﹤0.01% | 1285 |
|
2024
Q4 | $228K | Sell |
25,649
-4,412
| -15% | -$39.1K | ﹤0.01% | 1298 |
|
2024
Q3 | $354K | Buy |
30,061
+14,293
| +91% | +$168K | ﹤0.01% | 944 |
|
2024
Q2 | $176K | Buy |
15,768
+15,393
| +4,105% | +$172K | ﹤0.01% | 874 |
|
2024
Q1 | $4.57K | Buy |
+375
| New | +$4.57K | ﹤0.01% | 1180 |
|
2022
Q1 | – | Sell |
-426
| Closed | -$6K | – | 843 |
|
2021
Q4 | $6K | Sell |
426
-394
| -48% | -$5.55K | ﹤0.01% | 632 |
|
2021
Q3 | $11K | Sell |
820
-295
| -26% | -$3.96K | ﹤0.01% | 491 |
|
2021
Q2 | $25K | Buy |
1,115
+426
| +62% | +$9.55K | ﹤0.01% | 379 |
|
2021
Q1 | $12K | Buy |
689
+394
| +134% | +$6.86K | ﹤0.01% | 519 |
|
2020
Q4 | $5K | Buy |
+295
| New | +$5K | ﹤0.01% | 511 |
|