Pinnacle Wealth Planning Services’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,592
| Closed | -$129K | – | 550 |
|
|
2024
Q1 | $129K | Sell |
10,592
-1,507
| -12% | -$18.4K | 0.02% | 466 |
|
|
2023
Q4 | $192K | Buy |
12,099
+88
| +0.7% | +$1.4K | 0.03% | 418 |
|
|
2023
Q3 | $161K | Buy |
12,011
+250
| +2% | +$3.35K | 0.03% | 380 |
|
|
2023
Q2 | $158K | Sell |
11,761
-1,668
| -12% | -$22.4K | 0.03% | 398 |
|
|
2023
Q1 | $212K | Sell |
13,429
-81
| -0.6% | -$1.28K | 0.04% | 372 |
|
|
2022
Q4 | $229K | Buy |
13,510
+3,038
| +29% | +$51.6K | 0.04% | 330 |
|
|
2022
Q3 | $139K | Buy |
10,472
+215
| +2% | +$2.85K | 0.03% | 347 |
|
|
2022
Q2 | $150K | Buy |
+10,257
| New | +$150K | 0.03% | 363 |
|
|
2021
Q1 | – | Sell |
-5,321
| Closed | -$89K | – | 1862 |
|
|
2020
Q4 | $89K | Buy |
+5,321
| New | +$89K | 0.02% | 526 |
|