Valeo Financial Advisors’s Travel + Leisure Co TNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,520
| Closed | -$93K | – | 1606 |
|
|
2021
Q1 | $93K | Buy |
1,520
+13
| +0.9% | +$795 | ﹤0.01% | 629 |
|
|
2020
Q4 | $68K | Buy |
1,507
+1,467
| +3,668% | +$66.2K | ﹤0.01% | 665 |
|
|
2020
Q3 | $1K | Sell |
40
-49
| -55% | -$1.23K | ﹤0.01% | 1483 |
|
|
2020
Q2 | $3K | Hold |
89
| – | – | ﹤0.01% | 1613 |
|
|
2020
Q1 | $2K | Sell |
89
-36
| -29% | -$809 | ﹤0.01% | 1529 |
|
|
2019
Q4 | $6K | Sell |
125
-47
| -27% | -$2.26K | ﹤0.01% | 1233 |
|
|
2019
Q3 | $8K | Hold |
172
| – | – | ﹤0.01% | 1082 |
|
|
2019
Q2 | $8K | Hold |
172
| – | – | ﹤0.01% | 1088 |
|
|
2019
Q1 | $7K | Buy |
172
+3
| +2% | +$122 | ﹤0.01% | 1057 |
|
|
2018
Q4 | $6K | Sell |
169
-44
| -21% | -$1.56K | ﹤0.01% | 1027 |
|
|
2018
Q3 | $8K | Sell |
213
-369
| -63% | -$13.9K | ﹤0.01% | 1044 |
|
|
2018
Q2 | $26K | Sell |
582
-1,161
| -67% | -$51.9K | ﹤0.01% | 686 |
|
|
2018
Q1 | $90K | Buy |
1,743
+305
| +21% | +$15.7K | 0.01% | 386 |
|
|
2017
Q4 | $75K | Buy |
1,438
+1,035
| +257% | +$54K | 0.01% | 399 |
|
|
2017
Q3 | $19K | Buy |
+403
| New | +$19K | ﹤0.01% | 563 |
|