Valeo Financial Advisors’s Embraer ERJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-763
| Closed | -$5K | – | 1975 |
|
|
2020
Q4 | $5K | Hold |
763
| – | – | ﹤0.01% | 1330 |
|
|
2020
Q3 | $3K | Hold |
763
| – | – | ﹤0.01% | 1294 |
|
|
2020
Q2 | $5K | Sell |
763
-641
| -46% | -$4.2K | ﹤0.01% | 1435 |
|
|
2020
Q1 | $11K | Sell |
1,404
-1,376
| -49% | -$10.8K | ﹤0.01% | 1014 |
|
|
2019
Q4 | $54K | Sell |
2,780
-440
| -14% | -$8.55K | 0.01% | 611 |
|
|
2019
Q3 | $56K | Sell |
3,220
-535
| -14% | -$9.3K | 0.01% | 558 |
|
|
2019
Q2 | $76K | Buy |
3,755
+40
| +1% | +$810 | 0.01% | 489 |
|
|
2019
Q1 | $71K | Hold |
3,715
| – | – | 0.01% | 483 |
|
|
2018
Q4 | $82K | Hold |
3,715
| – | – | 0.01% | 409 |
|
|
2018
Q3 | $83K | Buy |
3,715
+77
| +2% | +$1.72K | 0.01% | 437 |
|
|
2018
Q2 | $68K | Sell |
3,638
-32
| -0.9% | -$598 | 0.01% | 479 |
|
|
2018
Q1 | $95K | Buy |
3,670
+3,612
| +6,228% | +$93.5K | 0.02% | 377 |
|
|
2017
Q4 | $1K | Sell |
58
-377
| -87% | -$6.5K | ﹤0.01% | 1264 |
|
|
2017
Q3 | $10K | Buy |
+435
| New | +$10K | ﹤0.01% | 690 |
|