Valeo Financial Advisors’s Main Street Capital MAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,720
| Closed | -$54K | – | 1850 |
|
|
2020
Q2 | $54K | Buy |
1,720
+37
| +2% | +$1.16K | ﹤0.01% | 667 |
|
|
2020
Q1 | $39K | Sell |
1,683
-1,282
| -43% | -$29.7K | ﹤0.01% | 657 |
|
|
2019
Q4 | $128K | Buy |
2,965
+2,363
| +393% | +$102K | 0.01% | 407 |
|
|
2019
Q3 | $26K | Sell |
602
-3,195
| -84% | -$138K | ﹤0.01% | 771 |
|
|
2019
Q2 | $156K | Buy |
3,797
+3,216
| +554% | +$132K | 0.02% | 340 |
|
|
2019
Q1 | $22K | Buy |
581
+9
| +2% | +$341 | ﹤0.01% | 754 |
|
|
2018
Q4 | $19K | Buy |
572
+10
| +2% | +$332 | ﹤0.01% | 713 |
|
|
2018
Q3 | $21K | Buy |
562
+18
| +3% | +$673 | ﹤0.01% | 749 |
|
|
2018
Q2 | $22K | Buy |
544
+5
| +0.9% | +$202 | ﹤0.01% | 733 |
|
|
2018
Q1 | $20K | Buy |
539
+8
| +2% | +$297 | ﹤0.01% | 710 |
|
|
2017
Q4 | $21K | Buy |
531
+11
| +2% | +$435 | ﹤0.01% | 653 |
|
|
2017
Q3 | $21K | Buy |
+520
| New | +$21K | ﹤0.01% | 543 |
|