Valeo Financial Advisors’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-25
| Closed | -$2K | – | 1360 |
|
|
2021
Q1 | $2K | Sell |
25
-2
| -7% | -$160 | ﹤0.01% | 1726 |
|
|
2020
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q3 | $2K | Sell |
27
-368
| -93% | -$27.3K | ﹤0.01% | 1376 |
|
|
2020
Q2 | $20K | Sell |
395
-1
| -0.3% | -$51 | ﹤0.01% | 1004 |
|
|
2020
Q1 | $19K | Sell |
396
-15
| -4% | -$720 | ﹤0.01% | 880 |
|
|
2019
Q4 | $19K | Sell |
411
-25
| -6% | -$1.16K | ﹤0.01% | 922 |
|
|
2019
Q3 | $18K | Buy |
436
+4
| +0.9% | +$165 | ﹤0.01% | 869 |
|
|
2019
Q2 | $18K | Buy |
432
+148
| +52% | +$6.17K | ﹤0.01% | 877 |
|
|
2019
Q1 | $12K | Buy |
284
+6
| +2% | +$254 | ﹤0.01% | 918 |
|
|
2018
Q4 | $11K | Buy |
278
+33
| +13% | +$1.31K | ﹤0.01% | 854 |
|
|
2018
Q3 | $11K | Buy |
245
+220
| +880% | +$9.88K | ﹤0.01% | 934 |
|
|
2018
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1496 |
|
|
2018
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1453 |
|
|
2017
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1302 |
|
|
2017
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1109 |
|