Valeo Financial Advisors’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-29
| Closed | -$1K | – | 1732 |
|
|
2018
Q4 | $1K | Sell |
29
-5
| -15% | -$172 | ﹤0.01% | 1446 |
|
|
2018
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 1741 |
|
|
2018
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 1575 |
|
|
2018
Q1 | $1K | Buy |
34
+2
| +6% | +$59 | ﹤0.01% | 1511 |
|
|
2017
Q4 | $1K | Buy |
32
+1
| +3% | +$31 | ﹤0.01% | 1366 |
|
|
2017
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1158 |
|