VFA
Valeo Financial Advisors’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-119
| Closed | -$10K | – | 2047 |
|
|
2020
Q2 | $10K | Buy |
119
+12
| +11% | +$1.01K | ﹤0.01% | 1222 |
|
|
2020
Q1 | $7K | Hold |
107
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q4 | $9K | Sell |
107
-7
| -6% | -$589 | ﹤0.01% | 1135 |
|
|
2019
Q3 | $9K | Sell |
114
-26,264
| -100% | -$2.07M | ﹤0.01% | 1052 |
|
|
2019
Q2 | $1.94M | Hold |
26,378
| – | – | 0.22% | 74 |
|
|
2019
Q1 | $1.76M | Buy |
26,378
+26,264
| +23,039% | +$1.76M | 0.21% | 81 |
|
|
2018
Q4 | $6K | Buy |
114
+8
| +8% | +$421 | ﹤0.01% | 1028 |
|
|
2018
Q3 | $7K | Buy |
106
+7
| +7% | +$462 | ﹤0.01% | 1085 |
|
|
2018
Q2 | $7K | Buy |
99
+23
| +30% | +$1.63K | ﹤0.01% | 1047 |
|
|
2018
Q1 | $4K | Sell |
76
-1,988
| -96% | -$105K | ﹤0.01% | 1210 |
|
|
2017
Q4 | $113K | Buy |
+2,064
| New | +$113K | 0.02% | 323 |
|