Valeo Financial Advisors’s PDS Biotechnology PDSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,570
| Closed | -$64K | – | 567 |
|
|
2022
Q3 | $64K | Hold |
21,570
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $79K | Hold |
21,570
| – | – | 0.01% | 453 |
|
|
2022
Q1 | $134K | Hold |
21,570
| – | – | 0.01% | 543 |
|
|
2021
Q4 | $175K | Buy |
21,570
+5,670
| +36% | +$46K | 0.01% | 508 |
|
|
2021
Q3 | $237K | Buy |
+15,900
| New | +$237K | 0.01% | 431 |
|