Valeo Financial Advisors’s PetMed Express PETS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-850
| Closed | -$30K | – | 1342 |
|
|
2021
Q1 | $30K | Hold |
850
| – | – | ﹤0.01% | 982 |
|
|
2020
Q4 | $27K | Hold |
850
| – | – | ﹤0.01% | 932 |
|
|
2020
Q3 | $27K | Buy |
850
+116
| +16% | +$3.69K | ﹤0.01% | 816 |
|
|
2020
Q2 | $26K | Buy |
734
+234
| +47% | +$8.29K | ﹤0.01% | 916 |
|
|
2020
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 925 |
|
|
2019
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 1048 |
|
|
2019
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 1049 |
|
|
2019
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 1082 |
|
|
2019
Q1 | $11K | Sell |
500
-18
| -3% | -$396 | ﹤0.01% | 936 |
|
|
2018
Q4 | $12K | Hold |
518
| – | – | ﹤0.01% | 830 |
|
|
2018
Q3 | $14K | Hold |
518
| – | – | ﹤0.01% | 867 |
|
|
2018
Q2 | $19K | Buy |
518
+18
| +4% | +$660 | ﹤0.01% | 780 |
|
|
2018
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 699 |
|
|
2017
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 639 |
|
|
2017
Q3 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 585 |
|