Valeo Financial Advisors’s NCR Voyix VYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,507
| Closed | -$277K | – | 515 |
|
|
2022
Q2 | $277K | Sell |
14,507
-140
| -1% | -$2.67K | 0.02% | 364 |
|
|
2022
Q1 | $361K | Sell |
14,647
-672
| -4% | -$16.6K | 0.02% | 382 |
|
|
2021
Q4 | $378K | Hold |
15,319
| – | – | 0.02% | 351 |
|
|
2021
Q3 | $364K | Buy |
+15,319
| New | +$364K | 0.02% | 347 |
|
|
2021
Q2 | – | Sell |
-978
| Closed | -$23K | – | 1707 |
|
|
2021
Q1 | $23K | Buy |
+978
| New | +$23K | ﹤0.01% | 1071 |
|
|
2020
Q4 | – | Sell |
-16,968
| Closed | -$230K | – | 1820 |
|
|
2020
Q3 | $230K | Hold |
16,968
| – | – | 0.02% | 288 |
|
|
2020
Q2 | $180K | Hold |
16,968
| – | – | 0.02% | 336 |
|
|
2020
Q1 | $203K | Buy |
16,968
+1,349
| +9% | +$16.1K | 0.02% | 295 |
|
|
2019
Q4 | $337K | Buy |
15,619
+7,810
| +100% | +$169K | 0.03% | 242 |
|
|
2019
Q3 | $151K | Buy |
7,809
+3,442
| +79% | +$66.6K | 0.02% | 348 |
|
|
2019
Q2 | $83K | Hold |
4,367
| – | – | 0.01% | 468 |
|
|
2019
Q1 | $73K | Buy |
4,367
+1,430
| +49% | +$23.9K | 0.01% | 475 |
|
|
2018
Q4 | $42K | Buy |
2,937
+2,903
| +8,538% | +$41.5K | 0.01% | 534 |
|
|
2018
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 1684 |
|
|
2018
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 1519 |
|
|
2018
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 1474 |
|
|
2017
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 1323 |
|