Valeo Financial Advisors’s International Flavors & Fragrances IFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,458
| Closed | -$258K | – | 713 |
|
|
2024
Q3 | $258K | Buy |
2,458
+79
| +3% | +$8.29K | 0.01% | 571 |
|
|
2024
Q2 | $227K | Buy |
+2,379
| New | +$227K | 0.01% | 578 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2002 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1706 |
|
|
2020
Q3 | – | Sell |
-26
| Closed | -$3K | – | 1778 |
|
|
2020
Q2 | $3K | Buy |
26
+15
| +136% | +$1.73K | ﹤0.01% | 1591 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1605 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1525 |
|
|
2019
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1439 |
|
|
2019
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 1400 |
|
|
2019
Q1 | $1K | Buy |
11
+4
| +57% | +$364 | ﹤0.01% | 1446 |
|
|
2018
Q4 | $1K | Sell |
7
-34
| -83% | -$4.86K | ﹤0.01% | 1375 |
|
|
2018
Q3 | $6K | Buy |
41
+30
| +273% | +$4.39K | ﹤0.01% | 1118 |
|
|
2018
Q2 | $1K | Buy |
11
+4
| +57% | +$364 | ﹤0.01% | 1463 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1432 |
|
|
2017
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1284 |
|
|
2017
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1093 |
|