PPW
Pasadena Private Wealth’s Vale VALE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-15,854
| Closed | -$269K | – | 118 |
|
2022
Q4 | $269K | Sell |
15,854
-330
| -2% | -$5.6K | 0.08% | 75 |
|
2022
Q3 | $216K | Buy |
16,184
+4,153
| +35% | +$55.4K | 0.08% | 76 |
|
2022
Q2 | $176K | Sell |
12,031
-54
| -0.4% | -$790 | 0.06% | 78 |
|
2022
Q1 | $242K | Sell |
12,085
-3,197
| -21% | -$64K | 0.08% | 76 |
|
2021
Q4 | $214K | Buy |
+15,282
| New | +$214K | 0.07% | 99 |
|