Valeo Financial Advisors’s CASTLIGHT HEALTH, INC. CSLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,607
| Closed | -$2K | – | 1951 |
|
|
2021
Q1 | $2K | Sell |
1,607
-1,539
| -49% | -$1.92K | ﹤0.01% | 1755 |
|
|
2020
Q4 | $4K | Buy |
3,146
+1,573
| +100% | +$2K | ﹤0.01% | 1411 |
|
|
2020
Q3 | $2K | Sell |
1,573
-668
| -30% | -$849 | ﹤0.01% | 1402 |
|
|
2020
Q2 | $2K | Hold |
2,241
| – | – | ﹤0.01% | 1743 |
|
|
2020
Q1 | $2K | Buy |
2,241
+491
| +28% | +$438 | ﹤0.01% | 1548 |
|
|
2019
Q4 | $2K | Hold |
1,750
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q3 | $2K | Hold |
1,750
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q2 | $6K | Hold |
1,750
| – | – | ﹤0.01% | 1174 |
|
|
2019
Q1 | $7K | Buy |
1,750
+668
| +62% | +$2.67K | ﹤0.01% | 1063 |
|
|
2018
Q4 | $2K | Hold |
1,082
| – | – | ﹤0.01% | 1333 |
|
|
2018
Q3 | $3K | Hold |
1,082
| – | – | ﹤0.01% | 1387 |
|
|
2018
Q2 | $3K | Buy |
1,082
+375
| +53% | +$1.04K | ﹤0.01% | 1289 |
|
|
2018
Q1 | $3K | Hold |
707
| – | – | ﹤0.01% | 1282 |
|
|
2017
Q4 | $3K | Hold |
707
| – | – | ﹤0.01% | 1142 |
|
|
2017
Q3 | $3K | Buy |
+707
| New | +$3K | ﹤0.01% | 976 |
|