Reilly Financial Advisors’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$6K | – | 1392 |
|
|
2015
Q2 | $6K | Buy |
+1,000
| New | +$6K | ﹤0.01% | 1023 |
|
|
2014
Q2 | – | Sell |
-1,001
| Closed | -$14K | – | 855 |
|
|
2014
Q1 | $14K | Hold |
1,001
| – | – | ﹤0.01% | 500 |
|
|
2013
Q4 | $15K | Hold |
1,001
| – | – | ﹤0.01% | 454 |
|
|
2013
Q3 | $16K | Sell |
1,001
-200
| -17% | -$3.2K | ﹤0.01% | 386 |
|
|
2013
Q2 | $15K | Buy |
+1,201
| New | +$15K | ﹤0.01% | 397 |
|