Kingsview Wealth Management’s Vale VALE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-17,195
| Closed | -$271K | – | 976 |
|
2023
Q1 | $271K | Sell |
17,195
-9,450
| -35% | -$149K | 0.01% | 743 |
|
2022
Q4 | $452K | Sell |
26,645
-4,550
| -15% | -$77.2K | 0.02% | 542 |
|
2022
Q3 | $416K | Buy |
31,195
+9,196
| +42% | +$123K | 0.02% | 545 |
|
2022
Q2 | $322K | Buy |
21,999
+8,944
| +69% | +$131K | 0.02% | 648 |
|
2022
Q1 | $261K | Buy |
+13,055
| New | +$261K | 0.01% | 735 |
|
2020
Q4 | – | Sell |
-13,233
| Closed | -$140K | – | 729 |
|
2020
Q3 | $140K | Sell |
13,233
-41
| -0.3% | -$434 | 0.01% | 583 |
|
2020
Q2 | $137K | Sell |
13,274
-5,077
| -28% | -$52.4K | 0.01% | 550 |
|
2020
Q1 | $152K | Sell |
18,351
-163
| -0.9% | -$1.35K | 0.02% | 439 |
|
2019
Q4 | $244K | Sell |
18,514
-455
| -2% | -$6K | 0.03% | 406 |
|
2019
Q3 | $218K | Sell |
18,969
-582
| -3% | -$6.69K | 0.03% | 394 |
|
2019
Q2 | $263K | Sell |
19,551
-1,536
| -7% | -$20.7K | 0.04% | 350 |
|
2019
Q1 | $275K | Buy |
21,087
+1,027
| +5% | +$13.4K | 0.04% | 371 |
|
2018
Q4 | $265K | Buy |
20,060
+100
| +0.5% | +$1.32K | 0.06% | 306 |
|
2018
Q3 | $296K | Sell |
19,960
-1,500
| -7% | -$22.2K | 0.06% | 289 |
|
2018
Q2 | $275K | Buy |
+21,460
| New | +$275K | 0.07% | 275 |
|