Valeo Financial Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-59
| Closed | -$4K | – | 1372 |
|
|
2021
Q1 | $4K | Buy |
59
+55
| +1,375% | +$3.73K | ﹤0.01% | 1546 |
|
|
2020
Q4 | $0 | Sell |
4
-30
| -88% | – | ﹤0.01% | 1762 |
|
|
2020
Q3 | $2K | Sell |
34
-44
| -56% | -$2.59K | ﹤0.01% | 1377 |
|
|
2020
Q2 | $3K | Buy |
78
+43
| +123% | +$1.65K | ﹤0.01% | 1603 |
|
|
2020
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1641 |
|
|
2019
Q3 | – | Sell |
-32
| Closed | -$1K | – | 1632 |
|
|
2019
Q2 | $1K | Buy |
32
+27
| +540% | +$844 | ﹤0.01% | 1480 |
|
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1646 |
|
|
2018
Q4 | $0 | Sell |
5
-62
| -93% | – | ﹤0.01% | 1665 |
|
|
2018
Q3 | $3K | Buy |
67
+5
| +8% | +$224 | ﹤0.01% | 1360 |
|
|
2018
Q2 | $3K | Sell |
62
-356
| -85% | -$17.2K | ﹤0.01% | 1261 |
|
|
2018
Q1 | $19K | Buy |
418
+338
| +423% | +$15.4K | ﹤0.01% | 729 |
|
|
2017
Q4 | $4K | Buy |
80
+52
| +186% | +$2.6K | ﹤0.01% | 1076 |
|
|
2017
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1110 |
|