Valeo Financial Advisors’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,033
| Closed | -$106K | – | 527 |
|
|
2021
Q1 | $106K | Buy |
2,033
+869
| +75% | +$45.3K | ﹤0.01% | 576 |
|
|
2020
Q4 | $59K | Hold |
1,164
| – | – | ﹤0.01% | 696 |
|
|
2020
Q3 | $45K | Buy |
1,164
+42
| +4% | +$1.62K | ﹤0.01% | 672 |
|
|
2020
Q2 | $36K | Hold |
1,122
| – | – | ﹤0.01% | 797 |
|
|
2020
Q1 | $26K | Hold |
1,122
| – | – | ﹤0.01% | 774 |
|
|
2019
Q4 | $36K | Hold |
1,122
| – | – | ﹤0.01% | 747 |
|
|
2019
Q3 | $32K | Hold |
1,122
| – | – | ﹤0.01% | 709 |
|
|
2019
Q2 | $31K | Hold |
1,122
| – | – | ﹤0.01% | 721 |
|
|
2019
Q1 | $28K | Hold |
1,122
| – | – | ﹤0.01% | 678 |
|
|
2018
Q4 | $25K | Hold |
1,122
| – | – | ﹤0.01% | 637 |
|
|
2018
Q3 | $31K | Hold |
1,122
| – | – | ﹤0.01% | 641 |
|
|
2018
Q2 | $37K | Hold |
1,122
| – | – | 0.01% | 606 |
|
|
2018
Q1 | $37K | Hold |
1,122
| – | – | 0.01% | 552 |
|
|
2017
Q4 | $44K | Hold |
1,122
| – | – | 0.01% | 491 |
|
|
2017
Q3 | $37K | Buy |
+1,122
| New | +$37K | 0.01% | 451 |
|