Valeo Financial Advisors’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,592
| Closed | -$198K | – | 519 |
|
|
2022
Q1 | $198K | Buy |
1,592
+27
| +2% | +$3.36K | 0.01% | 523 |
|
|
2021
Q4 | $343K | Buy |
1,565
+47
| +3% | +$10.3K | 0.02% | 372 |
|
|
2021
Q3 | $316K | Sell |
1,518
-335
| -18% | -$69.7K | 0.02% | 372 |
|
|
2021
Q2 | $381K | Sell |
1,853
-544
| -23% | -$112K | 0.02% | 293 |
|
|
2021
Q1 | $483K | Buy |
2,397
+597
| +33% | +$120K | 0.02% | 271 |
|
|
2020
Q4 | $320K | Buy |
1,800
+616
| +52% | +$110K | 0.02% | 314 |
|
|
2020
Q3 | $144K | Sell |
1,184
-531
| -31% | -$64.6K | 0.01% | 384 |
|
|
2020
Q2 | $182K | Buy |
1,715
+407
| +31% | +$43.2K | 0.02% | 333 |
|
|
2020
Q1 | $70K | Buy |
1,308
+1,058
| +423% | +$56.6K | 0.01% | 497 |
|
|
2019
Q4 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 1066 |
|
|
2019
Q3 | – | Sell |
-263
| Closed | -$16K | – | 1573 |
|
|
2019
Q2 | $16K | Sell |
263
-8
| -3% | -$487 | ﹤0.01% | 899 |
|
|
2019
Q1 | $18K | Hold |
271
| – | – | ﹤0.01% | 811 |
|
|
2018
Q4 | $13K | Sell |
271
-240
| -47% | -$11.5K | ﹤0.01% | 806 |
|
|
2018
Q3 | $21K | Buy |
511
+163
| +47% | +$6.7K | ﹤0.01% | 746 |
|
|
2018
Q2 | $16K | Buy |
348
+70
| +25% | +$3.22K | ﹤0.01% | 812 |
|
|
2018
Q1 | $8K | Buy |
278
+51
| +22% | +$1.47K | ﹤0.01% | 981 |
|
|
2017
Q4 | $5K | Buy |
+227
| New | +$5K | ﹤0.01% | 997 |
|