Valeo Financial Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-365
| Closed | -$5K | – | 898 |
|
|
2021
Q1 | $5K | Buy |
365
+23
| +7% | +$315 | ﹤0.01% | 1465 |
|
|
2020
Q4 | $5K | Sell |
342
-237
| -41% | -$3.47K | ﹤0.01% | 1332 |
|
|
2020
Q3 | $5K | Sell |
579
-911
| -61% | -$7.87K | ﹤0.01% | 1202 |
|
|
2020
Q2 | $12K | Hold |
1,490
| – | – | ﹤0.01% | 1157 |
|
|
2020
Q1 | $10K | Sell |
1,490
-2,654
| -64% | -$17.8K | ﹤0.01% | 1045 |
|
|
2019
Q4 | $39K | Buy |
4,144
+2,672
| +182% | +$25.1K | ﹤0.01% | 725 |
|
|
2019
Q3 | $12K | Sell |
1,472
-43
| -3% | -$351 | ﹤0.01% | 963 |
|
|
2019
Q2 | $11K | Hold |
1,515
| – | – | ﹤0.01% | 990 |
|
|
2019
Q1 | $11K | Sell |
1,515
-123
| -8% | -$893 | ﹤0.01% | 929 |
|
|
2018
Q4 | $9K | Sell |
1,638
-10
| -0.6% | -$55 | ﹤0.01% | 896 |
|
|
2018
Q3 | $10K | Hold |
1,648
| – | – | ﹤0.01% | 952 |
|
|
2018
Q2 | $17K | Sell |
1,648
-17
| -1% | -$175 | ﹤0.01% | 800 |
|
|
2018
Q1 | $20K | Buy |
1,665
+5
| +0.3% | +$60 | ﹤0.01% | 708 |
|
|
2017
Q4 | $23K | Buy |
1,660
+171
| +11% | +$2.37K | ﹤0.01% | 634 |
|
|
2017
Q3 | $19K | Buy |
+1,489
| New | +$19K | ﹤0.01% | 555 |
|