Valeo Financial Advisors’s Q2 Holdings QTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-57
| Closed | -$7K | – | 2051 |
|
|
2020
Q4 | $7K | Hold |
57
| – | – | ﹤0.01% | 1263 |
|
|
2020
Q3 | $5K | Sell |
57
-478
| -89% | -$41.9K | ﹤0.01% | 1220 |
|
|
2020
Q2 | $46K | Sell |
535
-72
| -12% | -$6.19K | ﹤0.01% | 726 |
|
|
2020
Q1 | $40K | Buy |
607
+245
| +68% | +$16.1K | ﹤0.01% | 652 |
|
|
2019
Q4 | $29K | Sell |
362
-23
| -6% | -$1.84K | ﹤0.01% | 817 |
|
|
2019
Q3 | $30K | Hold |
385
| – | – | ﹤0.01% | 736 |
|
|
2019
Q2 | $29K | Buy |
385
+155
| +67% | +$11.7K | ﹤0.01% | 744 |
|
|
2019
Q1 | $16K | Hold |
230
| – | – | ﹤0.01% | 839 |
|
|
2018
Q4 | $11K | Buy |
230
+30
| +15% | +$1.44K | ﹤0.01% | 855 |
|
|
2018
Q3 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 935 |
|