OneDigital Investment Advisors’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 |
-16,683
| Closed | -$195K | – | 1519 |
|
|
2024
Q3 | $195K | Buy |
16,683
+6,443
| +63% | +$75.3K | ﹤0.01% | 1368 |
|
|
2024
Q2 | $114K | Buy |
+10,240
| New | +$114K | ﹤0.01% | 1319 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$13K | – | 1085 |
|
|
2019
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 893 |
|
|
2019
Q1 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 832 |
|
|
2018
Q4 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 806 |
|
|
2018
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 745 |
|
|
2018
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 973 |
|
|
2018
Q1 | $13K | Sell |
1,000
-5,274
| -84% | -$68.6K | ﹤0.01% | 972 |
|
|
2017
Q4 | $77K | Buy |
+6,274
| New | +$77K | 0.01% | 402 |
|
|
2017
Q3 | – | Sell |
-6,274
| Closed | -$55K | – | 1168 |
|
|
2017
Q2 | $55K | Buy |
+6,274
| New | +$55K | 0.02% | 446 |
|