Valeo Financial Advisors’s Akebia Therapeutics AKBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,245
| Closed | -$21K | – | 1634 |
|
|
2020
Q3 | $21K | Hold |
8,245
| – | – | ﹤0.01% | 873 |
|
|
2020
Q2 | $112K | Buy |
8,245
+800
| +11% | +$10.9K | 0.01% | 461 |
|
|
2020
Q1 | $52K | Buy |
7,445
+1,745
| +31% | +$12.2K | 0.01% | 575 |
|
|
2019
Q4 | $36K | Hold |
5,700
| – | – | ﹤0.01% | 746 |
|
|
2019
Q3 | $22K | Hold |
5,700
| – | – | ﹤0.01% | 808 |
|
|
2019
Q2 | $28K | Hold |
5,700
| – | – | ﹤0.01% | 749 |
|
|
2019
Q1 | $47K | Buy |
5,700
+1,250
| +28% | +$10.3K | 0.01% | 565 |
|
|
2018
Q4 | $25K | Hold |
4,450
| – | – | ﹤0.01% | 636 |
|
|
2018
Q3 | $33K | Hold |
4,450
| – | – | ﹤0.01% | 628 |
|
|
2018
Q2 | $35K | Buy |
4,450
+3,950
| +790% | +$31.1K | ﹤0.01% | 615 |
|
|
2018
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 1106 |
|
|
2017
Q4 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 891 |
|