Valeo Financial Advisors’s WesBanco WSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,410
| Closed | -$402K | – | 718 |
|
|
2024
Q2 | $402K | Buy |
+14,410
| New | +$402K | 0.01% | 446 |
|
|
2021
Q2 | – | Sell |
-2,320
| Closed | -$84K | – | 1735 |
|
|
2021
Q1 | $84K | Buy |
2,320
+2,217
| +2,152% | +$80.3K | ﹤0.01% | 653 |
|
|
2020
Q4 | $3K | Hold |
103
| – | – | ﹤0.01% | 1454 |
|
|
2020
Q3 | $2K | Sell |
103
-1,414
| -93% | -$27.5K | ﹤0.01% | 1391 |
|
|
2020
Q2 | $31K | Hold |
1,517
| – | – | ﹤0.01% | 864 |
|
|
2020
Q1 | $37K | Hold |
1,517
| – | – | ﹤0.01% | 679 |
|
|
2019
Q4 | $57K | Buy |
1,517
+1,414
| +1,373% | +$53.1K | 0.01% | 597 |
|
|
2019
Q3 | $4K | Hold |
103
| – | – | ﹤0.01% | 1262 |
|
|
2019
Q2 | $4K | Hold |
103
| – | – | ﹤0.01% | 1291 |
|
|
2019
Q1 | $4K | Hold |
103
| – | – | ﹤0.01% | 1250 |
|
|
2018
Q4 | $4K | Hold |
103
| – | – | ﹤0.01% | 1165 |
|
|
2018
Q3 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 1291 |
|