Valeo Financial Advisors’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,266
| Closed | -$209K | – | 665 |
|
|
2023
Q4 | $209K | Buy |
+4,266
| New | +$209K | 0.01% | 581 |
|
|
2023
Q3 | – | Sell |
-4,266
| Closed | -$225K | – | 637 |
|
|
2023
Q2 | $225K | Hold |
4,266
| – | – | 0.01% | 509 |
|
|
2023
Q1 | $211K | Buy |
+4,266
| New | +$211K | 0.01% | 539 |
|
|
2022
Q2 | – | Sell |
-4,691
| Closed | -$247K | – | 565 |
|
|
2022
Q1 | $247K | Buy |
4,691
+425
| +10% | +$22.4K | 0.01% | 473 |
|
|
2021
Q4 | $257K | Hold |
4,266
| – | – | 0.01% | 433 |
|
|
2021
Q3 | $220K | Buy |
+4,266
| New | +$220K | 0.01% | 452 |
|