Valeo Financial Advisors’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1736 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1447 |
|
|
2018
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1742 |
|
|
2018
Q2 | – | Sell |
-67
| Closed | -$8K | – | 1812 |
|
|
2018
Q1 | $8K | Sell |
67
-54
| -45% | -$6.45K | ﹤0.01% | 1005 |
|
|
2017
Q4 | $14K | Buy |
121
+54
| +81% | +$6.25K | ﹤0.01% | 760 |
|
|
2017
Q3 | $8K | Buy |
+67
| New | +$8K | ﹤0.01% | 770 |
|