Valeo Financial Advisors’s Metalla Royalty & Streaming MTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,492
| Closed | -$75K | – | 1226 |
|
|
2021
Q1 | $75K | Sell |
8,492
-1,200
| -12% | -$10.6K | ﹤0.01% | 682 |
|
|
2020
Q4 | $122K | Hold |
9,692
| – | – | 0.01% | 509 |
|
|
2020
Q3 | $76K | Buy |
9,692
+5
| +0.1% | +$39 | 0.01% | 522 |
|
|
2020
Q2 | $51K | Sell |
9,687
-2,000
| -17% | -$10.5K | ﹤0.01% | 689 |
|
|
2020
Q1 | $63K | Buy |
+11,687
| New | +$63K | 0.01% | 517 |
|