Valeo Financial Advisors’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
+4,420
| New | +$471K | 0.01% | 465 |
|
|
2020
Q4 | – | Sell |
-175
| Closed | -$8K | – | 1741 |
|
|
2020
Q3 | $8K | Sell |
175
-44
| -20% | -$2.01K | ﹤0.01% | 1102 |
|
|
2020
Q2 | $10K | Buy |
219
+184
| +526% | +$8.4K | ﹤0.01% | 1216 |
|
|
2020
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1632 |
|
|
2019
Q4 | – | Sell |
-27
| Closed | -$1K | – | 1672 |
|
|
2019
Q3 | $1K | Sell |
27
-380
| -93% | -$14.1K | ﹤0.01% | 1453 |
|
|
2019
Q2 | $25K | Hold |
407
| – | – | ﹤0.01% | 779 |
|
|
2019
Q1 | $28K | Buy |
407
+2
| +0.5% | +$138 | ﹤0.01% | 680 |
|
|
2018
Q4 | $24K | Sell |
405
-30
| -7% | -$1.78K | ﹤0.01% | 652 |
|
|
2018
Q3 | $34K | Buy |
435
+362
| +496% | +$28.3K | ﹤0.01% | 625 |
|
|
2018
Q2 | $6K | Sell |
73
-44
| -38% | -$3.62K | ﹤0.01% | 1083 |
|
|
2018
Q1 | $7K | Buy |
117
+29
| +33% | +$1.74K | ﹤0.01% | 1030 |
|
|
2017
Q4 | $5K | Buy |
88
+3
| +4% | +$170 | ﹤0.01% | 1015 |
|
|
2017
Q3 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 913 |
|