LFA
Legacy Financial Advisors’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,286
| Closed | -$162K | – | 268 |
|
|
2023
Q1 | $162K | Sell |
10,286
-1,019
| -9% | -$16.1K | 0.03% | 242 |
|
|
2022
Q4 | $192K | Buy |
+11,305
| New | +$192K | 0.04% | 233 |
|
|
2019
Q2 | – | Sell |
-1,537
| Closed | -$20K | – | 868 |
|
|
2019
Q1 | $20K | Buy |
1,537
+200
| +15% | +$2.6K | 0.01% | 459 |
|
|
2018
Q4 | $18K | Buy |
1,337
+347
| +35% | +$4.67K | 0.01% | 438 |
|
|
2018
Q3 | $14K | Buy |
990
+262
| +36% | +$3.71K | 0.01% | 445 |
|
|
2018
Q2 | $10K | Buy |
+728
| New | +$10K | ﹤0.01% | 534 |
|
|
2018
Q1 | – | Sell |
-575
| Closed | -$6K | – | 911 |
|
|
2017
Q4 | $6K | Buy |
+575
| New | +$6K | ﹤0.01% | 611 |
|