Valeo Financial Advisors’s Alliance Resource Partners ARLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,100
| Closed | -$6K | – | 543 |
|
|
2021
Q1 | $6K | Hold |
1,100
| – | – | ﹤0.01% | 1405 |
|
|
2020
Q4 | $5K | Hold |
1,100
| – | – | ﹤0.01% | 1325 |
|
|
2020
Q3 | $3K | Hold |
1,100
| – | – | ﹤0.01% | 1284 |
|
|
2020
Q2 | $4K | Sell |
1,100
-134
| -11% | -$487 | ﹤0.01% | 1488 |
|
|
2020
Q1 | $4K | Hold |
1,234
| – | – | ﹤0.01% | 1282 |
|
|
2019
Q4 | $13K | Sell |
1,234
-2,371
| -66% | -$25K | ﹤0.01% | 1006 |
|
|
2019
Q3 | $58K | Buy |
3,605
+80
| +2% | +$1.29K | 0.01% | 547 |
|
|
2019
Q2 | $60K | Buy |
3,525
+2,291
| +186% | +$39K | 0.01% | 550 |
|
|
2019
Q1 | $25K | Hold |
1,234
| – | – | ﹤0.01% | 703 |
|
|
2018
Q4 | $21K | Buy |
1,234
+134
| +12% | +$2.28K | ﹤0.01% | 685 |
|
|
2018
Q3 | $21K | Sell |
1,100
-134
| -11% | -$2.56K | ﹤0.01% | 742 |
|
|
2018
Q2 | $25K | Sell |
1,234
-850
| -41% | -$17.2K | ﹤0.01% | 688 |
|
|
2018
Q1 | $37K | Sell |
2,084
-766
| -27% | -$13.6K | 0.01% | 553 |
|
|
2017
Q4 | $56K | Buy |
2,850
+900
| +46% | +$17.7K | 0.01% | 449 |
|
|
2017
Q3 | $38K | Buy |
+1,950
| New | +$38K | 0.01% | 446 |
|