Valeo Financial Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,012
| Closed | -$80.7K | – | 687 |
|
|
2024
Q4 | $80.7K | Buy |
+10,012
| New | +$80.7K | ﹤0.01% | 672 |
|
|
2023
Q4 | – | Sell |
-14,837
| Closed | -$72.1K | – | 647 |
|
|
2023
Q3 | $72.1K | Buy |
14,837
+2,480
| +20% | +$12.1K | ﹤0.01% | 597 |
|
|
2023
Q2 | $67.3K | Buy |
12,357
+1,851
| +18% | +$10.1K | ﹤0.01% | 571 |
|
|
2023
Q1 | $61.5K | Buy |
+10,506
| New | +$61.5K | ﹤0.01% | 584 |
|
|
2021
Q2 | – | Sell |
-3,830
| Closed | -$51K | – | 828 |
|
|
2021
Q1 | $51K | Buy |
3,830
+25
| +0.7% | +$333 | ﹤0.01% | 826 |
|
|
2020
Q4 | $45K | Buy |
3,805
+3,555
| +1,422% | +$42K | ﹤0.01% | 793 |
|
|
2020
Q3 | $3K | Hold |
250
| – | – | ﹤0.01% | 1293 |
|
|
2020
Q2 | $2K | Hold |
250
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q1 | $2K | Sell |
250
-104
| -29% | -$832 | ﹤0.01% | 1458 |
|
|
2019
Q4 | $3K | Hold |
354
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q3 | $3K | Buy |
354
+104
| +42% | +$881 | ﹤0.01% | 1303 |
|
|
2019
Q2 | $2K | Hold |
250
| – | – | ﹤0.01% | 1388 |
|
|
2019
Q1 | $2K | Hold |
250
| – | – | ﹤0.01% | 1338 |
|
|
2018
Q4 | $2K | Sell |
250
-613
| -71% | -$4.9K | ﹤0.01% | 1262 |
|
|
2018
Q3 | $7K | Sell |
863
-619
| -42% | -$5.02K | ﹤0.01% | 1064 |
|
|
2018
Q2 | $12K | Sell |
1,482
-14
| -0.9% | -$113 | ﹤0.01% | 891 |
|
|
2018
Q1 | $10K | Hold |
1,496
| – | – | ﹤0.01% | 915 |
|
|
2017
Q4 | $10K | Buy |
1,496
+1,246
| +498% | +$8.33K | ﹤0.01% | 829 |
|
|
2017
Q3 | $1K | Buy |
+250
| New | +$1K | ﹤0.01% | 1081 |
|