Schechter Investment Advisors’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,219
| Closed | -$143K | – | 703 |
|
|
2024
Q3 | $143K | Buy |
+12,219
| New | +$143K | 0.01% | 603 |
|
|
2024
Q1 | – | Sell |
-14,706
| Closed | -$233K | – | 701 |
|
|
2023
Q4 | $233K | Buy |
+14,706
| New | +$233K | 0.02% | 521 |
|
|
2022
Q3 | – | Sell |
-10,026
| Closed | -$147K | – | 987 |
|
|
2022
Q2 | $147K | Sell |
10,026
-568
| -5% | -$8.33K | 0.01% | 872 |
|
|
2022
Q1 | $212K | Buy |
+10,594
| New | +$212K | 0.02% | 819 |
|