Valeo Financial Advisors’s Tyler Technologies TYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-668
| Closed | -$215K | – | 647 |
|
|
2022
Q4 | $215K | Buy |
+668
| New | +$215K | 0.01% | 468 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | -$1K | – | 1629 |
|
|
2021
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1848 |
|
|
2020
Q3 | – | Sell |
-23
| Closed | -$8K | – | 2054 |
|
|
2020
Q2 | $8K | Buy |
23
+9
| +64% | +$3.13K | ﹤0.01% | 1303 |
|
|
2020
Q1 | $4K | Buy |
14
+4
| +40% | +$1.14K | ﹤0.01% | 1323 |
|
|
2019
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 1399 |
|
|
2019
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 1322 |
|
|
2019
Q2 | $2K | Buy |
10
+2
| +25% | +$400 | ﹤0.01% | 1430 |
|
|
2019
Q1 | $2K | Buy |
8
+2
| +33% | +$500 | ﹤0.01% | 1387 |
|
|
2018
Q4 | $1K | Sell |
6
-2
| -25% | -$333 | ﹤0.01% | 1414 |
|
|
2018
Q3 | $2K | Buy |
8
+2
| +33% | +$500 | ﹤0.01% | 1509 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1512 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1468 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1318 |
|
|
2017
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1125 |
|