Valeo Financial Advisors’s PAVmed PAVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21,129
| Closed | -$39.1K | – | 681 |
|
|
2024
Q1 | $39.1K | Hold |
21,129
| – | – | ﹤0.01% | 638 |
|
|
2023
Q4 | $87.1K | Sell |
21,129
-356
| -2% | -$1.47K | ﹤0.01% | 613 |
|
|
2023
Q3 | $94.9K | Hold |
21,485
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $131K | Hold |
21,485
| – | – | 0.01% | 562 |
|
|
2023
Q1 | $120K | Sell |
21,485
-1,533
| -7% | -$8.59K | 0.01% | 574 |
|
|
2022
Q4 | $166K | Hold |
23,018
| – | – | 0.01% | 497 |
|
|
2022
Q3 | $297K | Hold |
23,018
| – | – | 0.02% | 339 |
|
|
2022
Q2 | $323K | Hold |
23,018
| – | – | 0.02% | 321 |
|
|
2022
Q1 | $456K | Buy |
23,018
+1,847
| +9% | +$36.6K | 0.02% | 329 |
|
|
2021
Q4 | $781K | Buy |
21,171
+650
| +3% | +$24K | 0.04% | 221 |
|
|
2021
Q3 | $2.63M | Buy |
20,521
+532
| +3% | +$68.2K | 0.15% | 86 |
|
|
2021
Q2 | $1.92M | Buy |
19,989
+1,017
| +5% | +$97.6K | 0.12% | 109 |
|
|
2021
Q1 | $1.26M | Sell |
18,972
-3,167
| -14% | -$211K | 0.06% | 155 |
|
|
2020
Q4 | $704K | Buy |
+22,139
| New | +$704K | 0.04% | 196 |
|
|
2020
Q1 | – | Sell |
-279
| Closed | -$5K | – | 1827 |
|
|
2019
Q4 | $5K | Buy |
279
+212
| +316% | +$3.8K | ﹤0.01% | 1271 |
|
|
2019
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 1456 |
|
|
2019
Q2 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 1476 |
|