Valeo Financial Advisors’s First Solar FSLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,021
| Closed | -$255K | – | 706 |
|
|
2024
Q3 | $255K | Buy |
1,021
+5
| +0.5% | +$1.25K | 0.01% | 576 |
|
|
2024
Q2 | $229K | Sell |
1,016
-1,310
| -56% | -$295K | 0.01% | 572 |
|
|
2024
Q1 | $413K | Buy |
2,326
+266
| +13% | +$47.2K | 0.01% | 426 |
|
|
2023
Q4 | $355K | Buy |
+2,060
| New | +$355K | 0.01% | 441 |
|
|
2023
Q2 | – | Sell |
-1,184
| Closed | -$258K | – | 611 |
|
|
2023
Q1 | $258K | Buy |
+1,184
| New | +$258K | 0.01% | 485 |
|
|
2022
Q1 | – | Sell |
-3,358
| Closed | -$293K | – | 597 |
|
|
2021
Q4 | $293K | Sell |
3,358
-147
| -4% | -$12.8K | 0.02% | 398 |
|
|
2021
Q3 | $335K | Buy |
+3,505
| New | +$335K | 0.02% | 361 |
|
|
2021
Q2 | – | Sell |
-608
| Closed | -$53K | – | 920 |
|
|
2021
Q1 | $53K | Sell |
608
-3,500
| -85% | -$305K | ﹤0.01% | 812 |
|
|
2020
Q4 | $406K | Buy |
4,108
+2,363
| +135% | +$234K | 0.02% | 273 |
|
|
2020
Q3 | $116K | Buy |
1,745
+1,000
| +134% | +$66.5K | 0.01% | 428 |
|
|
2020
Q2 | $37K | Hold |
745
| – | – | ﹤0.01% | 792 |
|
|
2020
Q1 | $30K | Buy |
745
+10
| +1% | +$403 | ﹤0.01% | 736 |
|
|
2019
Q4 | $41K | Hold |
735
| – | – | ﹤0.01% | 710 |
|
|
2019
Q3 | $43K | Buy |
+735
| New | +$43K | ﹤0.01% | 639 |
|
|
2019
Q2 | – | Sell |
-55
| Closed | -$3K | – | 1581 |
|
|
2019
Q1 | $3K | Sell |
55
-1,500
| -96% | -$81.8K | ﹤0.01% | 1277 |
|
|
2018
Q4 | $66K | Buy |
1,555
+1,000
| +180% | +$42.4K | 0.01% | 455 |
|
|
2018
Q3 | $23K | Sell |
555
-7,504
| -93% | -$311K | ﹤0.01% | 725 |
|
|
2018
Q2 | $423K | Buy |
8,059
+5,059
| +169% | +$266K | 0.06% | 190 |
|
|
2018
Q1 | $213K | Buy |
3,000
+2,000
| +200% | +$142K | 0.03% | 251 |
|
|
2017
Q4 | $68K | Buy |
+1,000
| New | +$68K | 0.01% | 418 |
|