Valeo Financial Advisors’s Adaptive Biotechnologies ADPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-212
| Closed | -$9K | – | 477 |
|
|
2021
Q1 | $9K | Sell |
212
-9
| -4% | -$382 | ﹤0.01% | 1295 |
|
|
2020
Q4 | $13K | Hold |
221
| – | – | ﹤0.01% | 1096 |
|
|
2020
Q3 | $11K | Hold |
221
| – | – | ﹤0.01% | 1013 |
|
|
2020
Q2 | $11K | Hold |
221
| – | – | ﹤0.01% | 1176 |
|
|
2020
Q1 | $6K | Buy |
221
+163
| +281% | +$4.43K | ﹤0.01% | 1185 |
|
|
2019
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 1419 |
|
|
2019
Q3 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 1344 |
|