Valeo Financial Advisors’s Outset Medical OM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,444
| Closed | -$117K | – | 664 |
|
|
2023
Q4 | $117K | Buy |
+1,444
| New | +$117K | ﹤0.01% | 608 |
|
|
2021
Q2 | – | Sell |
-21
| Closed | -$17K | – | 1299 |
|
|
2021
Q1 | $17K | Buy |
21
+20
| +2,000% | +$16.2K | ﹤0.01% | 1156 |
|
|
2020
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 1567 |
|
|
2020
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1454 |
|