Valeo Financial Advisors’s Potbelly PBPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2038 |
|
|
2020
Q4 | – | Sell |
-800
| Closed | -$3K | – | 1752 |
|
|
2020
Q3 | $3K | Hold |
800
| – | – | ﹤0.01% | 1312 |
|
|
2020
Q2 | $2K | Hold |
800
| – | – | ﹤0.01% | 1698 |
|
|
2020
Q1 | $3K | Hold |
800
| – | – | ﹤0.01% | 1383 |
|
|
2019
Q4 | $3K | Hold |
800
| – | – | ﹤0.01% | 1392 |
|
|
2019
Q3 | $3K | Hold |
800
| – | – | ﹤0.01% | 1316 |
|
|
2019
Q2 | $4K | Hold |
800
| – | – | ﹤0.01% | 1274 |
|
|
2019
Q1 | $7K | Buy |
+800
| New | +$7K | ﹤0.01% | 1052 |
|
|
2018
Q2 | – | Sell |
-800
| Closed | -$10K | – | 1713 |
|
|
2018
Q1 | $10K | Buy |
+800
| New | +$10K | ﹤0.01% | 921 |
|