Valeo Financial Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $236K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $48K | Buy |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $31K | Buy |
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|
2020
Q1 | $17K | Buy |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $13K | Sell |
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|
2019
Q2 | $15K | Sell |
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|
2019
Q1 | $20K | Hold |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $19K | Sell |
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|
2018
Q1 | $33K | Buy |
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|
2017
Q4 | $17K | Buy |
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|
2017
Q3 | $10K | Buy |
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