Valeo Financial Advisors’s Old Line Bancshares, Inc. OLBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,803
| Closed | -$52K | – | 1768 |
|
|
2019
Q3 | $52K | Hold |
1,803
| – | – | 0.01% | 589 |
|
|
2019
Q2 | $48K | Hold |
1,803
| – | – | 0.01% | 616 |
|
|
2019
Q1 | $45K | Hold |
1,803
| – | – | 0.01% | 585 |
|
|
2018
Q4 | $47K | Hold |
1,803
| – | – | 0.01% | 511 |
|
|
2018
Q3 | $54K | Hold |
1,803
| – | – | 0.01% | 532 |
|
|
2018
Q2 | $63K | Buy |
1,803
+749
| +71% | +$26.2K | 0.01% | 499 |
|
|
2018
Q1 | $35K | Sell |
1,054
-834
| -44% | -$27.7K | 0.01% | 572 |
|
|
2017
Q4 | $56K | Buy |
1,888
+1,054
| +126% | +$31.3K | 0.01% | 452 |
|
|
2017
Q3 | $23K | Buy |
+834
| New | +$23K | 0.01% | 535 |
|