Valeo Financial Advisors’s ONE Gas OGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-150
| Closed | -$12K | – | 1294 |
|
|
2021
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q4 | $12K | Hold |
150
| – | – | ﹤0.01% | 1126 |
|
|
2020
Q3 | $10K | Sell |
150
-21
| -12% | -$1.4K | ﹤0.01% | 1044 |
|
|
2020
Q2 | $13K | Buy |
171
+21
| +14% | +$1.6K | ﹤0.01% | 1133 |
|
|
2020
Q1 | $14K | Hold |
150
| – | – | ﹤0.01% | 944 |
|
|
2019
Q4 | $14K | Hold |
150
| – | – | ﹤0.01% | 995 |
|
|
2019
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 932 |
|
|
2019
Q2 | $14K | Hold |
150
| – | – | ﹤0.01% | 931 |
|
|
2019
Q1 | $13K | Hold |
150
| – | – | ﹤0.01% | 894 |
|
|
2018
Q4 | $12K | Hold |
150
| – | – | ﹤0.01% | 829 |
|
|
2018
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 909 |
|
|
2018
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 898 |
|
|
2018
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 920 |
|
|
2017
Q4 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 812 |
|