Valeo Financial Advisors’s New York Times NYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-979
| Closed | -$50K | – | 1285 |
|
|
2021
Q1 | $50K | Sell |
979
-16
| -2% | -$817 | ﹤0.01% | 834 |
|
|
2020
Q4 | $52K | Buy |
995
+500
| +101% | +$26.1K | ﹤0.01% | 752 |
|
|
2020
Q3 | $21K | Sell |
495
-308
| -38% | -$13.1K | ﹤0.01% | 878 |
|
|
2020
Q2 | $34K | Hold |
803
| – | – | ﹤0.01% | 828 |
|
|
2020
Q1 | $26K | Buy |
803
+293
| +57% | +$9.49K | ﹤0.01% | 782 |
|
|
2019
Q4 | $16K | Hold |
510
| – | – | ﹤0.01% | 965 |
|
|
2019
Q3 | $15K | Hold |
510
| – | – | ﹤0.01% | 914 |
|
|
2019
Q2 | $17K | Sell |
510
-14
| -3% | -$467 | ﹤0.01% | 891 |
|
|
2019
Q1 | $17K | Hold |
524
| – | – | ﹤0.01% | 822 |
|
|
2018
Q4 | $12K | Hold |
524
| – | – | ﹤0.01% | 828 |
|
|
2018
Q3 | $14K | Buy |
524
+47
| +10% | +$1.26K | ﹤0.01% | 865 |
|
|
2018
Q2 | $11K | Buy |
+477
| New | +$11K | ﹤0.01% | 914 |
|