Valeo Financial Advisors’s Uranium Energy UEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,500
| Closed | -$19K | – | 1637 |
|
|
2021
Q1 | $19K | Sell |
6,500
-7,750
| -54% | -$22.7K | ﹤0.01% | 1118 |
|
|
2020
Q4 | $25K | Sell |
14,250
-196
| -1% | -$344 | ﹤0.01% | 955 |
|
|
2020
Q3 | $14K | Buy |
14,446
+196
| +1% | +$190 | ﹤0.01% | 973 |
|
|
2020
Q2 | $13K | Hold |
14,250
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q1 | $9K | Hold |
14,250
| – | – | ﹤0.01% | 1097 |
|
|
2019
Q4 | $13K | Sell |
14,250
-5,000
| -26% | -$4.56K | ﹤0.01% | 1025 |
|
|
2019
Q3 | $19K | Buy |
19,250
+2,500
| +15% | +$2.47K | ﹤0.01% | 854 |
|
|
2019
Q2 | $23K | Hold |
16,750
| – | – | ﹤0.01% | 809 |
|
|
2019
Q1 | $23K | Hold |
16,750
| – | – | ﹤0.01% | 748 |
|
|
2018
Q4 | $21K | Sell |
16,750
-3,000
| -15% | -$3.76K | ﹤0.01% | 693 |
|
|
2018
Q3 | $26K | Hold |
19,750
| – | – | ﹤0.01% | 684 |
|
|
2018
Q2 | $32K | Hold |
19,750
| – | – | ﹤0.01% | 637 |
|
|
2018
Q1 | $26K | Hold |
19,750
| – | – | ﹤0.01% | 645 |
|
|
2017
Q4 | $35K | Hold |
19,750
| – | – | 0.01% | 546 |
|
|
2017
Q3 | $27K | Buy |
+19,750
| New | +$27K | 0.01% | 515 |
|