Valeo Financial Advisors’s Shinhan Financial Group SHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-568
| Closed | -$19K | – | 1497 |
|
2021
Q1 | $19K | Sell |
568
-196
| -26% | -$6.56K | ﹤0.01% | 1113 |
|
2020
Q4 | $23K | Sell |
764
-18
| -2% | -$542 | ﹤0.01% | 974 |
|
2020
Q3 | $18K | Buy |
782
+477
| +156% | +$11K | ﹤0.01% | 911 |
|
2020
Q2 | $7K | Buy |
305
+50
| +20% | +$1.15K | ﹤0.01% | 1339 |
|
2020
Q1 | $6K | Buy |
255
+113
| +80% | +$2.66K | ﹤0.01% | 1216 |
|
2019
Q4 | $5K | Hold |
142
| – | – | ﹤0.01% | 1279 |
|
2019
Q3 | $5K | Hold |
142
| – | – | ﹤0.01% | 1193 |
|
2019
Q2 | $6K | Hold |
142
| – | – | ﹤0.01% | 1165 |
|
2019
Q1 | $5K | Buy |
142
+99
| +230% | +$3.49K | ﹤0.01% | 1184 |
|
2018
Q4 | $2K | Sell |
43
-100
| -70% | -$4.65K | ﹤0.01% | 1308 |
|
2018
Q3 | $5K | Sell |
143
-2
| -1% | -$70 | ﹤0.01% | 1212 |
|
2018
Q2 | $5K | Sell |
145
-25
| -15% | -$862 | ﹤0.01% | 1147 |
|
2018
Q1 | $7K | Buy |
170
+25
| +17% | +$1.03K | ﹤0.01% | 1039 |
|
2017
Q4 | $7K | Hold |
145
| – | – | ﹤0.01% | 926 |
|
2017
Q3 | $6K | Buy |
+145
| New | +$6K | ﹤0.01% | 836 |
|