Valeo Financial Advisors’s Western Alliance Bancorporation WAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,200
| Closed | -$623K | – | 734 |
|
|
2024
Q3 | $623K | Sell |
7,200
-104
| -1% | -$9K | 0.02% | 358 |
|
|
2024
Q2 | $459K | Buy |
7,304
+1
| +0% | +$63 | 0.01% | 415 |
|
|
2024
Q1 | $434K | Hold |
7,303
| – | – | 0.02% | 417 |
|
|
2023
Q4 | $480K | Hold |
7,303
| – | – | 0.02% | 379 |
|
|
2023
Q3 | $336K | Sell |
7,303
-192
| -3% | -$8.83K | 0.02% | 428 |
|
|
2023
Q2 | $273K | Sell |
7,495
-2,993
| -29% | -$109K | 0.01% | 455 |
|
|
2023
Q1 | $373K | Buy |
+10,488
| New | +$373K | 0.02% | 387 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | – | – | 1710 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2101 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1821 |
|
|
2020
Q3 | $0 | Sell |
2
-34
| -94% | – | ﹤0.01% | 2084 |
|
|
2020
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1897 |
|
|
2020
Q1 | $1K | Buy |
36
+2
| +6% | +$56 | ﹤0.01% | 1678 |
|
|
2019
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q2 | $2K | Sell |
34
-20
| -37% | -$1.18K | ﹤0.01% | 1432 |
|
|
2019
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 1391 |
|
|
2018
Q4 | $2K | Sell |
54
-54
| -50% | -$2K | ﹤0.01% | 1319 |
|
|
2018
Q3 | $5K | Buy |
108
+74
| +218% | +$3.43K | ﹤0.01% | 1221 |
|
|
2018
Q2 | $2K | Sell |
34
-250
| -88% | -$14.7K | ﹤0.01% | 1383 |
|
|
2018
Q1 | $17K | Buy |
284
+250
| +735% | +$15K | ﹤0.01% | 768 |
|
|
2017
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 1218 |
|
|
2017
Q3 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 1044 |
|