Valeo Financial Advisors’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-4,189
| Closed | -$204K | – | 628 |
|
2022
Q4 | $204K | Buy |
+4,189
| New | +$204K | 0.01% | 484 |
|
2022
Q2 | – | Sell |
-4,324
| Closed | -$209K | – | 534 |
|
2022
Q1 | $209K | Buy |
+4,324
| New | +$209K | 0.01% | 512 |
|
2020
Q3 | – | Sell |
-72
| Closed | -$1K | – | 1785 |
|
2020
Q2 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 1815 |
|