Valeo Financial Advisors’s Collectors Universe CLCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-515
| Closed | -$39K | – | 2166 |
|
|
2020
Q4 | $39K | Hold |
515
| – | – | ﹤0.01% | 846 |
|
|
2020
Q3 | $25K | Buy |
+515
| New | +$25K | ﹤0.01% | 841 |
|
|
2018
Q3 | – | Sell |
-2,250
| Closed | -$30K | – | 1906 |
|
|
2018
Q2 | $30K | Hold |
2,250
| – | – | ﹤0.01% | 653 |
|
|
2018
Q1 | $35K | Hold |
2,250
| – | – | 0.01% | 571 |
|
|
2017
Q4 | $64K | Buy |
+2,250
| New | +$64K | 0.01% | 431 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1233 |
|