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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
2019
Q4 		$37K Hold
2019
Q3 		$37K Sell
2019
Q2 		$81K Buy