L.J. Altfest & Co’s Vale S A VALE.P Stock Holding History

L.J. Altfest & Co’s Portfolio VALE.P Stock Details VALE.P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-58,742	Closed	-$716K	–	348
2024 Q1	$716K	Sell	58,742 -1,411	-2%	-$17.2K	0.1%	146
2023 Q4	$954K	Sell	60,153 -16,947	-22%	-$269K	0.14%	121
2023 Q3	$1.03M	Buy	77,100 +43,143	+127%	+$578K	0.16%	107
2023 Q2	$456K	Buy	+33,957	New	+$456K	0.07%	192

Other funds holding VALE.P

Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return