Summit Financial’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
88,331
+62,297
| +239% | +$605K | 0.02% | 445 |
|
|
2025
Q1 | $260K | Hold |
26,034
| – | – | 0.01% | 642 |
|
|
2024
Q4 | $231K | Buy |
+26,034
| New | +$231K | 0.01% | 590 |
|
|
2024
Q3 | – | Sell |
-12,529
| Closed | -$140K | – | 555 |
|
|
2024
Q2 | $140K | Buy |
12,529
+1,624
| +15% | +$18.1K | 0.01% | 481 |
|
|
2024
Q1 | $133K | Buy |
+10,905
| New | +$133K | 0.01% | 378 |
|
|
2023
Q3 | – | Sell |
-48,020
| Closed | -$644K | – | 346 |
|
|
2023
Q2 | $644K | Buy |
+48,020
| New | +$644K | 0.05% | 202 |
|