Valeo Financial Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $373K | Sell |
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|
2025
Q2 | $399K | Buy |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $274K | Sell |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $15K | Sell |
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|
2020
Q2 | $22K | Sell |
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|
2020
Q1 | $116K | Sell |
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|
2019
Q4 | $106K | Sell |
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|
2019
Q3 | $93K | Sell |
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|
2019
Q2 | $107K | Sell |
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|
2019
Q1 | $106K | Buy |
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|
2018
Q4 | $70K | Buy |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $8K | Sell |
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|
2018
Q1 | $16K | Buy |
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|
2017
Q4 | $6K | Buy |
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|
2017
Q3 | $0 | Buy |
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