Valeo Financial Advisors’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-127
| Closed | -$1K | – | 1656 |
|
|
2018
Q3 | $1K | Hold |
127
| – | – | ﹤0.01% | 1653 |
|
|
2018
Q2 | $1K | Sell |
127
-73
| -37% | -$575 | ﹤0.01% | 1491 |
|
|
2018
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 1340 |
|
|
2017
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1120 |
|
|
2017
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 960 |
|