Valeo Financial Advisors’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-663
| Closed | -$185K | – | 1726 |
|
|
2021
Q1 | $185K | Buy |
663
+103
| +18% | +$28.7K | 0.01% | 449 |
|
|
2020
Q4 | $140K | Buy |
560
+50
| +10% | +$12.5K | 0.01% | 481 |
|
|
2020
Q3 | $130K | Sell |
510
-124
| -20% | -$31.6K | 0.01% | 410 |
|
|
2020
Q2 | $162K | Buy |
634
+387
| +157% | +$98.9K | 0.01% | 360 |
|
|
2020
Q1 | $28K | Hold |
247
| – | – | ﹤0.01% | 764 |
|
|
2019
Q4 | $30K | Buy |
247
+75
| +44% | +$9.11K | ﹤0.01% | 807 |
|
|
2019
Q3 | $20K | Hold |
172
| – | – | ﹤0.01% | 844 |
|
|
2019
Q2 | $24K | Buy |
172
+100
| +139% | +$14K | ﹤0.01% | 798 |
|
|
2019
Q1 | $9K | Buy |
72
+9
| +14% | +$1.13K | ﹤0.01% | 1000 |
|
|
2018
Q4 | $6K | Buy |
63
+14
| +29% | +$1.33K | ﹤0.01% | 1033 |
|
|
2018
Q3 | $5K | Buy |
49
+32
| +188% | +$3.27K | ﹤0.01% | 1223 |
|
|
2018
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 1384 |
|
|
2018
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1476 |
|
|
2017
Q4 | $1K | Buy |
17
+3
| +21% | +$176 | ﹤0.01% | 1325 |
|
|
2017
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1129 |
|