Valeo Financial Advisors’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4
| Closed | -$1K | – | 1443 |
|
|
2021
Q1 | $1K | Sell |
4
-66
| -94% | -$16.5K | ﹤0.01% | 1830 |
|
|
2020
Q4 | $27K | Buy |
70
+1
| +1% | +$386 | ﹤0.01% | 933 |
|
|
2020
Q3 | $19K | Sell |
69
-11
| -14% | -$3.03K | ﹤0.01% | 896 |
|
|
2020
Q2 | $23K | Sell |
80
-7
| -8% | -$2.01K | ﹤0.01% | 956 |
|
|
2020
Q1 | $19K | Sell |
87
-3
| -3% | -$655 | ﹤0.01% | 881 |
|
|
2019
Q4 | $15K | Sell |
90
-43
| -32% | -$7.17K | ﹤0.01% | 974 |
|
|
2019
Q3 | $17K | Sell |
133
-12
| -8% | -$1.53K | ﹤0.01% | 885 |
|
|
2019
Q2 | $17K | Sell |
145
-27
| -16% | -$3.17K | ﹤0.01% | 894 |
|
|
2019
Q1 | $19K | Hold |
172
| – | – | ﹤0.01% | 800 |
|
|
2018
Q4 | $14K | Sell |
172
-9
| -5% | -$733 | ﹤0.01% | 795 |
|
|
2018
Q3 | $13K | Hold |
181
| – | – | ﹤0.01% | 885 |
|
|
2018
Q2 | $16K | Sell |
181
-64
| -26% | -$5.66K | ﹤0.01% | 820 |
|
|
2018
Q1 | $16K | Sell |
245
-28
| -10% | -$1.83K | ﹤0.01% | 793 |
|
|
2017
Q4 | $13K | Buy |
273
+9
| +3% | +$429 | ﹤0.01% | 773 |
|
|
2017
Q3 | $11K | Buy |
+264
| New | +$11K | ﹤0.01% | 677 |
|