Valeo Financial Advisors’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12,720
| Closed | -$155K | – | 536 |
|
|
2021
Q2 | $155K | Buy |
12,720
+10,000
| +368% | +$122K | 0.01% | 424 |
|
|
2021
Q1 | $23K | Sell |
2,720
-1,405
| -34% | -$11.9K | ﹤0.01% | 1062 |
|
|
2020
Q4 | $27K | Buy |
4,125
+112
| +3% | +$733 | ﹤0.01% | 926 |
|
|
2020
Q3 | $18K | Hold |
4,013
| – | – | ﹤0.01% | 902 |
|
|
2020
Q2 | $20K | Hold |
4,013
| – | – | ﹤0.01% | 994 |
|
|
2020
Q1 | $15K | Buy |
4,013
+2,100
| +110% | +$7.85K | ﹤0.01% | 916 |
|
|
2019
Q4 | $12K | Buy |
1,913
+1,900
| +14,615% | +$11.9K | ﹤0.01% | 1031 |
|
|
2019
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 1537 |
|
|
2019
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 1545 |
|
|
2019
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 1543 |
|
|
2018
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1480 |
|
|
2018
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1762 |
|