Valeo Financial Advisors’s Stitch Fix SFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-966
| Closed | -$48K | – | 1493 |
|
|
2021
Q1 | $48K | Sell |
966
-268
| -22% | -$13.3K | ﹤0.01% | 851 |
|
|
2020
Q4 | $72K | Sell |
1,234
-1,050
| -46% | -$61.3K | ﹤0.01% | 644 |
|
|
2020
Q3 | $62K | Buy |
2,284
+100
| +5% | +$2.72K | 0.01% | 576 |
|
|
2020
Q2 | $54K | Sell |
2,184
-1,408
| -39% | -$34.8K | ﹤0.01% | 669 |
|
|
2020
Q1 | $54K | Buy |
3,592
+1,393
| +63% | +$20.9K | 0.01% | 563 |
|
|
2019
Q4 | $56K | Sell |
2,199
-550
| -20% | -$14K | 0.01% | 606 |
|
|
2019
Q3 | $53K | Buy |
2,749
+590
| +27% | +$11.4K | 0.01% | 584 |
|
|
2019
Q2 | $69K | Buy |
2,159
+502
| +30% | +$16K | 0.01% | 516 |
|
|
2019
Q1 | $47K | Hold |
1,657
| – | – | 0.01% | 569 |
|
|
2018
Q4 | $28K | Sell |
1,657
-200
| -11% | -$3.38K | ﹤0.01% | 618 |
|
|
2018
Q3 | $49K | Buy |
1,857
+1,650
| +797% | +$43.5K | 0.01% | 550 |
|
|
2018
Q2 | $7K | Buy |
207
+100
| +93% | +$3.38K | ﹤0.01% | 1044 |
|
|
2018
Q1 | $2K | Hold |
107
| – | – | ﹤0.01% | 1351 |
|
|
2017
Q4 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 1127 |
|