Valeo Financial Advisors’s World Kinect Corp WKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-42
| Closed | -$1K | – | 1727 |
|
|
2021
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1862 |
|
|
2020
Q3 | – | Sell |
-70
| Closed | -$2K | – | 2092 |
|
|
2020
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 1727 |
|
|
2020
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q4 | $3K | Sell |
70
-34
| -33% | -$1.46K | ﹤0.01% | 1402 |
|
|
2019
Q3 | $4K | Hold |
104
| – | – | ﹤0.01% | 1260 |
|
|
2019
Q2 | $4K | Hold |
104
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q1 | $3K | Buy |
104
+5
| +5% | +$144 | ﹤0.01% | 1301 |
|
|
2018
Q4 | $2K | Sell |
99
-32
| -24% | -$646 | ﹤0.01% | 1320 |
|
|
2018
Q3 | $4K | Hold |
131
| – | – | ﹤0.01% | 1290 |
|
|
2018
Q2 | $3K | Buy |
+131
| New | +$3K | ﹤0.01% | 1282 |
|