Valeo Financial Advisors’s NewAge, Inc. Common Stock (Delaware) NBEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-200
| Closed | -$1K | – | 1928 |
|
|
2021
Q1 | $1K | Sell |
200
-100
| -33% | -$500 | ﹤0.01% | 1884 |
|
|
2020
Q4 | $1K | Buy |
300
+275
| +1,100% | +$917 | ﹤0.01% | 1614 |
|
|
2020
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 2170 |
|
|
2020
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 2139 |
|
|
2020
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 1916 |
|
|
2019
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 1747 |
|
|
2019
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 1703 |
|
|
2019
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 1682 |
|
|
2019
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 1701 |
|
|
2018
Q4 | $0 | Sell |
25
-2,000
| -99% | – | ﹤0.01% | 1789 |
|
|
2018
Q3 | $9K | Buy |
+2,025
| New | +$9K | ﹤0.01% | 1003 |
|