Valeo Financial Advisors’s CA, Inc. CA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-151
Closed -$7K 1877
2018
Q3
$7K Buy
151
+31
+26% +$1.44K ﹤0.01% 1100
2018
Q2
$5K Hold
120
﹤0.01% 1165
2018
Q1
$4K Hold
120
﹤0.01% 1227
2017
Q4
$4K Buy
+120
New +$4K ﹤0.01% 1094