Valeo Financial Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,200	Closed	-$623K	–	789
2024 Q3	$623K	Sell	7,200 -104	-1%	-$8K	0.02%	360
2024 Q2	$459K	Buy	7,304 +1	+0%	+$60	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%	-$9.07K	0.02%	428
2023 Q2	$273K	Sell	7,495 -2,993	-29%	-$104K	0.01%	455
2023 Q1	$373K	Buy	+10,488	New	+$643K	0.02%	387
2021 Q2	–	Sell	-2	Closed	–	–	1821
2021 Q1	$0	Hold	2	–	–	﹤0.01%	2210
2020 Q4	$0	Hold	2	–	–	﹤0.01%	1884
2020 Q3	$0	Sell	2 -34	-94%	-$1.21K	﹤0.01%	2184
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	1979
2020 Q1	$1K	Buy	36 +2	+6%	+$96	﹤0.01%	1731
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	1491
2019 Q3	$2K	Hold	34	–	–	﹤0.01%	1415
2019 Q2	$2K	Sell	34 -20	-37%	-$893	﹤0.01%	1438
2019 Q1	$2K	Hold	54	–	–	﹤0.01%	1399
2018 Q4	$2K	Sell	54 -54	-50%	-$2.55K	﹤0.01%	1327
2018 Q3	$5K	Buy	108 +74	+218%	+$4.26K	﹤0.01%	1231
2018 Q2	$2K	Sell	34 -250	-88%	-$15K	﹤0.01%	1390
2018 Q1	$17K	Buy	284 +250	+735%	+$14.8K	﹤0.01%	771
2017 Q4	$2K	Hold	34	–	–	﹤0.01%	1221
2017 Q3	$2K	Buy	+34	New	+$1.67K	﹤0.01%	1050