SVB Wealth’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,103
| Closed | -$231K | – | 1574 |
|
|
2025
Q1 | $231K | Buy |
+23,103
| New | +$231K | 0.01% | 294 |
|
|
2023
Q2 | – | Sell |
-16,665
| Closed | -$263K | – | 1008 |
|
|
2023
Q1 | $263K | Buy |
16,665
+228
| +1% | +$3.6K | ﹤0.01% | 777 |
|
|
2022
Q4 | $279K | Buy |
16,437
+3,831
| +30% | +$65K | ﹤0.01% | 770 |
|
|
2022
Q3 | $168K | Sell |
12,606
-4,898
| -28% | -$65.3K | ﹤0.01% | 876 |
|
|
2022
Q2 | $256K | Buy |
17,504
+2,907
| +20% | +$42.5K | ﹤0.01% | 612 |
|
|
2022
Q1 | $292K | Sell |
14,597
-377
| -3% | -$7.54K | ﹤0.01% | 593 |
|
|
2021
Q4 | $210K | Sell |
14,974
-17,616
| -54% | -$247K | ﹤0.01% | 691 |
|
|
2021
Q3 | $455K | Sell |
32,590
-15,927
| -33% | -$222K | 0.01% | 631 |
|
|
2021
Q2 | $1.11M | Buy |
48,517
+36,350
| +299% | +$829K | 0.01% | 367 |
|
|
2021
Q1 | $212K | Buy |
12,167
+486
| +4% | +$8.47K | ﹤0.01% | 815 |
|
|
2020
Q4 | $196K | Buy |
+11,681
| New | +$196K | ﹤0.01% | 746 |
|