Valeo Financial Advisors’s Bemis BMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-678
| Closed | -$38K | – | 1711 |
|
|
2019
Q1 | $38K | Hold |
678
| – | – | ﹤0.01% | 621 |
|
|
2018
Q4 | $31K | Hold |
678
| – | – | ﹤0.01% | 602 |
|
|
2018
Q3 | $31K | Sell |
678
-127
| -16% | -$5.81K | ﹤0.01% | 648 |
|
|
2018
Q2 | $40K | Hold |
805
| – | – | 0.01% | 588 |
|
|
2018
Q1 | $35K | Hold |
805
| – | – | 0.01% | 573 |
|
|
2017
Q4 | $38K | Buy |
805
+427
| +113% | +$20.2K | 0.01% | 529 |
|
|
2017
Q3 | $17K | Buy |
+378
| New | +$17K | ﹤0.01% | 591 |
|