Valeo Financial Advisors’s WESCO International WCC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-70
| Closed | -$2K | – | 2087 |
|
2020
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 1725 |
|
2020
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 1531 |
|
2019
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 1345 |
|
2019
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 1324 |
|
2019
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 1289 |
|
2019
Q1 | $4K | Buy |
70
+3
| +4% | +$171 | ﹤0.01% | 1249 |
|
2018
Q4 | $3K | Sell |
67
-7
| -9% | -$313 | ﹤0.01% | 1219 |
|
2018
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 1289 |
|
2018
Q2 | $4K | Buy |
74
+14
| +23% | +$757 | ﹤0.01% | 1207 |
|
2018
Q1 | $4K | Buy |
60
+2
| +3% | +$133 | ﹤0.01% | 1214 |
|
2017
Q4 | $4K | Buy |
58
+19
| +49% | +$1.31K | ﹤0.01% | 1082 |
|
2017
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 1045 |
|