Valeo Financial Advisors’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-87
| Closed | -$9K | – | 762 |
|
|
2021
Q1 | $9K | Buy |
87
+65
| +295% | +$6.72K | ﹤0.01% | 1302 |
|
|
2020
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q3 | $1K | Sell |
22
-208
| -90% | -$9.46K | ﹤0.01% | 1426 |
|
|
2020
Q2 | $15K | Hold |
230
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q1 | $13K | Hold |
230
| – | – | ﹤0.01% | 959 |
|
|
2019
Q4 | $16K | Buy |
230
+64
| +39% | +$4.45K | ﹤0.01% | 957 |
|
|
2019
Q3 | $11K | Sell |
166
-91
| -35% | -$6.03K | ﹤0.01% | 985 |
|
|
2019
Q2 | $17K | Hold |
257
| – | – | ﹤0.01% | 885 |
|
|
2019
Q1 | $16K | Sell |
257
-10
| -4% | -$623 | ﹤0.01% | 832 |
|
|
2018
Q4 | $17K | Hold |
267
| – | – | ﹤0.01% | 738 |
|
|
2018
Q3 | $18K | Buy |
267
+27
| +11% | +$1.82K | ﹤0.01% | 787 |
|
|
2018
Q2 | $16K | Sell |
240
-277
| -54% | -$18.5K | ﹤0.01% | 810 |
|
|
2018
Q1 | $33K | Buy |
+517
| New | +$33K | 0.01% | 583 |
|