Laidlaw Wealth Management’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,373
| Closed | -$156K | – | 193 |
|
|
2024
Q3 | $156K | Buy |
13,373
+464
| +4% | +$5.42K | 0.08% | 166 |
|
|
2024
Q2 | $144K | Sell |
12,909
-574
| -4% | -$6.41K | 0.08% | 163 |
|
|
2024
Q1 | $164K | Sell |
13,483
-1,100
| -8% | -$13.4K | 0.09% | 165 |
|
|
2023
Q4 | $231K | Sell |
14,583
-2,400
| -14% | -$38.1K | 0.08% | 217 |
|
|
2023
Q3 | $228K | Buy |
16,983
+2,440
| +17% | +$32.7K | 0.08% | 240 |
|
|
2023
Q2 | $195K | Sell |
14,543
-253
| -2% | -$3.4K | 0.04% | 331 |
|
|
2023
Q1 | $233K | Buy |
14,796
+2,010
| +16% | +$31.7K | 0.05% | 307 |
|
|
2022
Q4 | $217K | Sell |
12,786
-168
| -1% | -$2.85K | 0.05% | 322 |
|
|
2022
Q3 | $173K | Buy |
+12,954
| New | +$173K | 0.04% | 303 |
|
|
2022
Q1 | – | Sell |
-17,460
| Closed | -$245K | – | 428 |
|
|
2021
Q4 | $245K | Buy |
17,460
+3,611
| +26% | +$50.7K | 0.04% | 347 |
|
|
2021
Q3 | $193K | Buy |
13,849
+1,697
| +14% | +$23.6K | 0.05% | 236 |
|
|
2021
Q2 | $277K | Buy |
+12,152
| New | +$277K | 0.07% | 202 |
|