Valeo Financial Advisors’s ENI E Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,766
| Closed | -$68K | – | 786 |
|
|
2021
Q1 | $68K | Sell |
2,766
-495
| -15% | -$12.2K | ﹤0.01% | 720 |
|
|
2020
Q4 | $67K | Buy |
3,261
+2,720
| +503% | +$55.9K | ﹤0.01% | 668 |
|
|
2020
Q3 | $8K | Sell |
541
-202
| -27% | -$2.99K | ﹤0.01% | 1089 |
|
|
2020
Q2 | $14K | Buy |
743
+177
| +31% | +$3.34K | ﹤0.01% | 1104 |
|
|
2020
Q1 | $11K | Sell |
566
-12
| -2% | -$233 | ﹤0.01% | 1011 |
|
|
2019
Q4 | $18K | Hold |
578
| – | – | ﹤0.01% | 928 |
|
|
2019
Q3 | $18K | Buy |
578
+6
| +1% | +$187 | ﹤0.01% | 861 |
|
|
2019
Q2 | $19K | Buy |
572
+1
| +0.2% | +$33 | ﹤0.01% | 855 |
|
|
2019
Q1 | $20K | Buy |
571
+16
| +3% | +$560 | ﹤0.01% | 780 |
|
|
2018
Q4 | $17K | Hold |
555
| – | – | ﹤0.01% | 739 |
|
|
2018
Q3 | $20K | Hold |
555
| – | – | ﹤0.01% | 766 |
|
|
2018
Q2 | $20K | Buy |
555
+21
| +4% | +$757 | ﹤0.01% | 754 |
|
|
2018
Q1 | $19K | Buy |
534
+21
| +4% | +$747 | ﹤0.01% | 726 |
|
|
2017
Q4 | $17K | Hold |
513
| – | – | ﹤0.01% | 702 |
|
|
2017
Q3 | $17K | Buy |
+513
| New | +$17K | ﹤0.01% | 580 |
|