Valeo Financial Advisors’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-495
| Closed | -$2K | – | 1550 |
|
|
2020
Q2 | $2K | Hold |
495
| – | – | ﹤0.01% | 1640 |
|
|
2020
Q1 | $2K | Sell |
495
-30
| -6% | -$121 | ﹤0.01% | 1432 |
|
|
2019
Q4 | $3K | Sell |
525
-82
| -14% | -$469 | ﹤0.01% | 1363 |
|
|
2019
Q3 | $3K | Sell |
607
-15
| -2% | -$74 | ﹤0.01% | 1288 |
|
|
2019
Q2 | $2K | Sell |
622
-15
| -2% | -$48 | ﹤0.01% | 1373 |
|
|
2019
Q1 | $3K | Hold |
637
| – | – | ﹤0.01% | 1266 |
|
|
2018
Q4 | $2K | Sell |
637
-1,042
| -62% | -$3.27K | ﹤0.01% | 1250 |
|
|
2018
Q3 | $7K | Buy |
1,679
+224
| +15% | +$934 | ﹤0.01% | 1060 |
|
|
2018
Q2 | $7K | Buy |
1,455
+290
| +25% | +$1.4K | ﹤0.01% | 1031 |
|
|
2018
Q1 | $8K | Sell |
1,165
-45
| -4% | -$309 | ﹤0.01% | 975 |
|
|
2017
Q4 | $8K | Buy |
1,210
+185
| +18% | +$1.22K | ﹤0.01% | 866 |
|
|
2017
Q3 | $6K | Buy |
+1,025
| New | +$6K | ﹤0.01% | 810 |
|