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Strategic Wealth Partners’s Vale VALE Stock Holding History

Strategic Wealth Partners’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$152K Buy
+15,664
New +$152K 0.01% 348
2024
Q4 		$150K Sell
15,664
-13,150
-46% -$126K 0.01% 309
2024
Q3 		$337K Sell
28,814
-69,450
-71% -$811K 0.03% 243
2024
Q2 		$1.1M Buy
+98,264
New +$1.1M 0.11% 127