Valeo Financial Advisors’s Financial Institutions FISI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,125	Closed	-$36K	–	1798
2018 Q2	$36K	Hold	1,125	–	–	0.01%	613
2018 Q1	$33K	Hold	1,125	–	–	0.01%	585
2017 Q4	$35K	Buy	+1,125	New	+$35K	0.01%	541