Stevens First Principles Investment Advisors’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,000
| Closed | -$33K | – | 243 |
|
|
2014
Q3 | $33K | Buy |
+3,000
| New | +$33K | 0.02% | 163 |
|
|
2014
Q1 | – | Sell |
-8,000
| Closed | -$122K | – | 221 |
|
|
2013
Q4 | $122K | Buy |
8,000
+1,400
| +21% | +$21.4K | 0.07% | 105 |
|
|
2013
Q3 | $103K | Buy |
6,600
+2,400
| +57% | +$37.5K | 0.06% | 112 |
|
|
2013
Q2 | $55K | Buy |
+4,200
| New | +$55K | 0.04% | 124 |
|