Valeo Financial Advisors’s Atlantic Capital Bancshares, Inc. Common Stock ACBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,409
| Closed | -$130K | – | 1949 |
|
|
2021
Q1 | $130K | Buy |
+5,409
| New | +$130K | 0.01% | 530 |
|
|
2020
Q3 | – | Sell |
-5,505
| Closed | -$67K | – | 2179 |
|
|
2020
Q2 | $67K | Hold |
5,505
| – | – | 0.01% | 598 |
|
|
2020
Q1 | $61K | Hold |
5,505
| – | – | 0.01% | 526 |
|
|
2019
Q4 | $101K | Hold |
5,505
| – | – | 0.01% | 464 |
|
|
2019
Q3 | $95K | Buy |
5,505
+1,079
| +24% | +$18.6K | 0.01% | 446 |
|
|
2019
Q2 | $76K | Hold |
4,426
| – | – | 0.01% | 492 |
|
|
2019
Q1 | $79K | Hold |
4,426
| – | – | 0.01% | 458 |
|
|
2018
Q4 | $72K | Hold |
4,426
| – | – | 0.01% | 433 |
|
|
2018
Q3 | $67K | Hold |
4,426
| – | – | 0.01% | 487 |
|
|
2018
Q2 | $80K | Buy |
4,426
+1,991
| +82% | +$36K | 0.01% | 447 |
|
|
2018
Q1 | $44K | Buy |
2,435
+350
| +17% | +$6.32K | 0.01% | 516 |
|
|
2017
Q4 | $37K | Buy |
+2,085
| New | +$37K | 0.01% | 537 |
|