Valeo Financial Advisors’s Ardelyx ARDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,650
| Closed | -$84.6K | – | 650 |
|
|
2023
Q4 | $84.6K | Sell |
13,650
-2,400
| -15% | -$14.9K | ﹤0.01% | 616 |
|
|
2023
Q3 | $65.5K | Hold |
16,050
| – | – | ﹤0.01% | 599 |
|
|
2023
Q2 | $54.4K | Sell |
16,050
-18,400
| -53% | -$62.4K | ﹤0.01% | 573 |
|
|
2023
Q1 | $165K | Buy |
34,450
+5,350
| +18% | +$25.6K | 0.01% | 563 |
|
|
2022
Q4 | $82.9K | Buy |
+29,100
| New | +$82.9K | ﹤0.01% | 514 |
|
|
2018
Q4 | – | Sell |
-700
| Closed | -$2K | – | 1470 |
|
|
2018
Q3 | $2K | Hold |
700
| – | – | ﹤0.01% | 1417 |
|
|
2018
Q2 | $3K | Buy |
+700
| New | +$3K | ﹤0.01% | 1227 |
|