VFA
CLDB

Valeo Financial Advisors’s CORTLAND BNCP CRTLD OHIO CLDB Stock Holding History

Valeo Financial Advisors’s Portfolio CLDB Stock Details CLDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,695
Closed -$37K – 1923
2019
Q4 		$37K Hold
1,695
– – ﹤0.01% 745
2019
Q3 		$37K Sell
1,695
-1,796
-51% -$39.2K ﹤0.01% 687
2019
Q2 		$81K Buy
+3,491
New +$81K 0.01% 476