Mitchell McLeod Pugh & Williams’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,420
| Closed | -$166K | – | 260 |
|
|
2023
Q3 | $166K | Hold |
12,420
| – | – | 0.05% | 243 |
|
|
2023
Q2 | $167K | Hold |
12,420
| – | – | 0.05% | 245 |
|
|
2023
Q1 | $196K | Hold |
12,420
| – | – | 0.06% | 244 |
|
|
2022
Q4 | $211K | Sell |
12,420
-10,000
| -45% | -$170K | 0.07% | 227 |
|
|
2022
Q3 | $299K | Hold |
22,420
| – | – | 0.12% | 178 |
|
|
2022
Q2 | $328K | Buy |
+22,420
| New | +$328K | 0.13% | 162 |
|