Valeo Financial Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
6,090
+313
| +5% | +$28K | 0.01% | 428 |
|
|
2025
Q1 | $438K | Sell |
5,777
-84
| -1% | -$6.37K | 0.01% | 443 |
|
|
2024
Q4 | $453K | Buy |
5,861
+4
| +0.1% | +$309 | 0.01% | 422 |
|
|
2024
Q3 | $428K | Buy |
5,857
+104
| +2% | +$7.59K | 0.01% | 443 |
|
|
2024
Q2 | $347K | Sell |
5,753
-34
| -0.6% | -$2.05K | 0.01% | 476 |
|
|
2024
Q1 | $356K | Buy |
5,787
+119
| +2% | +$7.32K | 0.01% | 456 |
|
|
2023
Q4 | $330K | Buy |
+5,668
| New | +$330K | 0.01% | 464 |
|
|
2021
Q2 | – | Sell |
-1,908
| Closed | -$94K | – | 1241 |
|
|
2021
Q1 | $94K | Buy |
+1,908
| New | +$94K | ﹤0.01% | 624 |
|
|
2020
Q3 | – | Sell |
-72
| Closed | -$3K | – | 1883 |
|
|
2020
Q2 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 1598 |
|
|
2020
Q1 | – | Sell |
-981
| Closed | -$35K | – | 1821 |
|
|
2019
Q4 | $35K | Buy |
+981
| New | +$35K | ﹤0.01% | 760 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1622 |
|
|
2019
Q2 | – | Sell |
-117
| Closed | -$3K | – | 1617 |
|
|
2019
Q1 | $3K | Hold |
117
| – | – | ﹤0.01% | 1288 |
|
|
2018
Q4 | $3K | Sell |
117
-84
| -42% | -$2.15K | ﹤0.01% | 1206 |
|
|
2018
Q3 | $6K | Sell |
201
-81
| -29% | -$2.42K | ﹤0.01% | 1128 |
|
|
2018
Q2 | $9K | Sell |
282
-51
| -15% | -$1.63K | ﹤0.01% | 966 |
|
|
2018
Q1 | $10K | Buy |
333
+132
| +66% | +$3.96K | ﹤0.01% | 919 |
|
|
2017
Q4 | $5K | Buy |
+201
| New | +$5K | ﹤0.01% | 1014 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1202 |
|