Valeo Financial Advisors’s Protective Insurance Corporation Class B Common Stock PTVCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,125
| Closed | -$67K | – | 1871 |
|
|
2020
Q3 | $67K | Buy |
+5,125
| New | +$67K | 0.01% | 552 |
|
|
2019
Q4 | – | Sell |
-1,450
| Closed | -$25K | – | 1757 |
|
|
2019
Q3 | $25K | Hold |
1,450
| – | – | ﹤0.01% | 780 |
|
|
2019
Q2 | $25K | Hold |
1,450
| – | – | ﹤0.01% | 781 |
|
|
2019
Q1 | $27K | Hold |
1,450
| – | – | ﹤0.01% | 692 |
|
|
2018
Q4 | $24K | Hold |
1,450
| – | – | ﹤0.01% | 661 |
|
|
2018
Q3 | $33K | Hold |
1,450
| – | – | ﹤0.01% | 638 |
|
|
2018
Q2 | $33K | Hold |
1,450
| – | – | ﹤0.01% | 632 |
|
|
2018
Q1 | $32K | Hold |
1,450
| – | – | 0.01% | 597 |
|
|
2017
Q4 | $35K | Hold |
1,450
| – | – | 0.01% | 548 |
|
|
2017
Q3 | $33K | Buy |
+1,450
| New | +$33K | 0.01% | 477 |
|