United Capital Financial Advisors’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-237,084
| Closed | -$2.89M | – | 1108 |
|
|
2024
Q1 | $2.89M | Sell |
237,084
-8,569
| -3% | -$104K | 0.02% | 360 |
|
|
2023
Q4 | $3.9M | Sell |
245,653
-213,996
| -47% | -$3.39M | 0.03% | 321 |
|
|
2023
Q3 | $6.16M | Buy |
459,649
+4,903
| +1% | +$65.7K | 0.04% | 276 |
|
|
2023
Q2 | $6.1M | Buy |
454,746
+4,249
| +0.9% | +$57K | 0.03% | 289 |
|
|
2023
Q1 | $7.11M | Buy |
450,497
+7,300
| +2% | +$115K | 0.04% | 283 |
|
|
2022
Q4 | $7.52M | Sell |
443,197
-16,218
| -4% | -$275K | 0.04% | 286 |
|
|
2022
Q3 | $6.12M | Sell |
459,415
-40,172
| -8% | -$535K | 0.04% | 303 |
|
|
2022
Q2 | $7.31M | Sell |
499,587
-7,904
| -2% | -$116K | 0.04% | 291 |
|
|
2022
Q1 | $10.1M | Buy |
507,491
+56,749
| +13% | +$1.13M | 0.05% | 276 |
|
|
2021
Q4 | $6.32M | Buy |
450,742
+47,838
| +12% | +$671K | 0.03% | 343 |
|
|
2021
Q3 | $5.62M | Buy |
402,904
+59,241
| +17% | +$826K | 0.03% | 360 |
|
|
2021
Q2 | $7.84M | Buy |
+343,663
| New | +$7.84M | 0.04% | 308 |
|
|
2019
Q1 | – | Sell |
-13,319
| Closed | -$173K | – | 1387 |
|
|
2018
Q4 | $173K | Sell |
13,319
-137
| -1% | -$1.78K | ﹤0.01% | 1211 |
|
|
2018
Q3 | $200K | Sell |
13,456
-18,665
| -58% | -$277K | ﹤0.01% | 1255 |
|
|
2018
Q2 | $412K | Buy |
32,121
+1,707
| +6% | +$21.9K | ﹤0.01% | 981 |
|
|
2018
Q1 | $387K | Buy |
+30,414
| New | +$387K | ﹤0.01% | 1015 |
|
|
2014
Q2 | – | Sell |
-86,397
| Closed | -$1.2M | – | 930 |
|
|
2014
Q1 | $1.2M | Buy |
+86,397
| New | +$1.2M | 0.03% | 444 |
|
|
2013
Q3 | – | Sell |
-12,959
| Closed | -$170K | – | 747 |
|
|
2013
Q2 | $170K | Buy |
+12,959
| New | +$170K | ﹤0.01% | 664 |
|