Legacy Capital Group California’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
-17,903
Closed -$209K 360
2024
Q3
$209K Sell
17,903
-29
-0.2% -$339 0.07% 298
2024
Q2
$200K Buy
17,932
+1,154
+7% +$12.9K 0.07% 296
2024
Q1
$205K Buy
+16,778
New +$205K 0.08% 294