Valeo Financial Advisors’s Americold COLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-82
| Closed | -$3K | – | 704 |
|
|
2021
Q1 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 1596 |
|
|
2020
Q3 | – | Sell |
-264
| Closed | -$10K | – | 1636 |
|
|
2020
Q2 | $10K | Buy |
264
+154
| +140% | +$5.83K | ﹤0.01% | 1206 |
|
|
2020
Q1 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 1286 |
|
|
2019
Q2 | – | Sell |
-2,950
| Closed | -$90K | – | 1562 |
|
|
2019
Q1 | $90K | Buy |
+2,950
| New | +$90K | 0.01% | 429 |
|