Valeo Financial Advisors’s EchoStar SATS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,000
| Closed | -$43K | – | 1846 |
|
2019
Q4 | $43K | Sell |
1,000
-13
| -1% | -$559 | ﹤0.01% | 698 |
|
2019
Q3 | $40K | Sell |
1,013
-237
| -19% | -$9.36K | ﹤0.01% | 668 |
|
2019
Q2 | $45K | Hold |
1,250
| – | – | 0.01% | 637 |
|
2019
Q1 | $37K | Hold |
1,250
| – | – | ﹤0.01% | 627 |
|
2018
Q4 | $37K | Sell |
1,250
-125
| -9% | -$3.7K | 0.01% | 562 |
|
2018
Q3 | $45K | Buy |
1,375
+1,234
| +875% | +$40.4K | 0.01% | 563 |
|
2018
Q2 | $5K | Hold |
141
| – | – | ﹤0.01% | 1146 |
|
2018
Q1 | $6K | Hold |
141
| – | – | ﹤0.01% | 1089 |
|
2017
Q4 | $7K | Buy |
141
+6
| +4% | +$298 | ﹤0.01% | 924 |
|
2017
Q3 | $6K | Buy |
+135
| New | +$6K | ﹤0.01% | 833 |
|