Valeo Financial Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-249
| Closed | -$24K | – | 584 |
|
|
2021
Q1 | $24K | Buy |
249
+41
| +20% | +$3.95K | ﹤0.01% | 1049 |
|
|
2020
Q4 | $16K | Buy |
208
+1
| +0.5% | +$77 | ﹤0.01% | 1054 |
|
|
2020
Q3 | $12K | Sell |
207
-35
| -14% | -$2.03K | ﹤0.01% | 996 |
|
|
2020
Q2 | $15K | Buy |
242
+35
| +17% | +$2.17K | ﹤0.01% | 1079 |
|
|
2020
Q1 | $8K | Hold |
207
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q4 | $12K | Hold |
207
| – | – | ﹤0.01% | 1033 |
|
|
2019
Q3 | $11K | Hold |
207
| – | – | ﹤0.01% | 982 |
|
|
2019
Q2 | $9K | Hold |
207
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q1 | $10K | Hold |
207
| – | – | ﹤0.01% | 947 |
|
|
2018
Q4 | $10K | Sell |
207
-17
| -8% | -$821 | ﹤0.01% | 864 |
|
|
2018
Q3 | $12K | Hold |
224
| – | – | ﹤0.01% | 896 |
|
|
2018
Q2 | $14K | Hold |
224
| – | – | ﹤0.01% | 852 |
|
|
2018
Q1 | $13K | Hold |
224
| – | – | ﹤0.01% | 847 |
|
|
2017
Q4 | $12K | Sell |
224
-24
| -10% | -$1.29K | ﹤0.01% | 783 |
|
|
2017
Q3 | $14K | Buy |
+248
| New | +$14K | ﹤0.01% | 620 |
|