Lenox Wealth Management’s Vale S A VALE.P Stock Holding History

Lenox Wealth Management’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
2020 Q2	$4K	Buy	+412	New	+$4K	﹤0.01%	571
2019 Q1	–	Sell	-390	Closed	-$12K	–	719
2018 Q4	$12K	Sell	390 -56	-13%	-$1.72K	﹤0.01%	368
2018 Q3	$15K	Buy	446 +354	+385%	+$11.9K	﹤0.01%	364
2018 Q2	$1K	Buy	+92	New	+$1K	﹤0.01%	550

Lenox Wealth Management's VALE.P Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Vale S A (VALE.P) in Q2 2020: 412 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in VALE.P as recently as Q4 2018.

Lenox Wealth Management first reported a position in VALE.P in Q2 2018 and has held it in 4 quarters since. The position peaked at $15K in Q3 2018. 1 fund tracked by Wall St. Rank holds VALE.P as of Q2 2020.

Lenox Wealth Management held 412 shares of Vale S A worth $4K as of Q2 2020.
Vale S A was a new Lenox Wealth Management position in Q2 2020.
Vale S A made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #571 holding.
Lenox Wealth Management first reported a position in Vale S A in Q2 2018 and has held it in 4 quarters since.
Lenox Wealth Management's Vale S A position peaked at $15K in Q3 2018.
1 fund tracked by Wall St. Rank held Vale S A as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.