Valeo Financial Advisors’s Castle Brands, Inc. ROX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,800
| Closed | -$7K | – | 1772 |
|
|
2019
Q3 | $7K | Hold |
5,800
| – | – | ﹤0.01% | 1123 |
|
|
2019
Q2 | $3K | Hold |
5,800
| – | – | ﹤0.01% | 1363 |
|
|
2019
Q1 | $4K | Hold |
5,800
| – | – | ﹤0.01% | 1255 |
|
|
2018
Q4 | $5K | Hold |
5,800
| – | – | ﹤0.01% | 1099 |
|
|
2018
Q3 | $6K | Hold |
5,800
| – | – | ﹤0.01% | 1151 |
|
|
2018
Q2 | $7K | Hold |
5,800
| – | – | ﹤0.01% | 1054 |
|
|
2018
Q1 | $7K | Buy |
+5,800
| New | +$7K | ﹤0.01% | 1053 |
|