Valeo Financial Advisors’s Regulus Therapeutics RGLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-423
| Closed | -$7K | – | 1430 |
|
|
2021
Q1 | $7K | Sell |
423
-10
| -2% | -$165 | ﹤0.01% | 1383 |
|
|
2020
Q4 | $6K | Buy |
433
+200
| +86% | +$2.77K | ﹤0.01% | 1312 |
|
|
2020
Q3 | $1K | Hold |
233
| – | – | ﹤0.01% | 1464 |
|
|
2020
Q2 | $2K | Hold |
233
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q1 | $1K | Hold |
233
| – | – | ﹤0.01% | 1648 |
|
|
2019
Q4 | $2K | Hold |
233
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q3 | $2K | Buy |
+233
| New | +$2K | ﹤0.01% | 1389 |
|
|
2019
Q2 | – | Sell |
-225
| Closed | -$2K | – | 1635 |
|
|
2019
Q1 | $2K | Buy |
+225
| New | +$2K | ﹤0.01% | 1376 |
|