Phillips Wealth Planners’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,477
| Closed | -$96.6K | – | 197 |
|
|
2025
Q1 | $96.6K | Buy |
+10,477
| New | +$96.6K | 0.1% | 173 |
|
|
2024
Q4 | – | Sell |
-10,705
| Closed | -$118K | – | 198 |
|
|
2024
Q3 | $118K | Buy |
+10,705
| New | +$118K | 0.11% | 194 |
|
|
2023
Q4 | – | Sell |
-11,576
| Closed | -$148K | – | 168 |
|
|
2023
Q3 | $148K | Buy |
+11,576
| New | +$148K | 0.2% | 142 |
|