Valeo Financial Advisors’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2099 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2104 |
|
|
2019
Q1 | – | Sell |
-129
| Closed | -$5K | – | 1683 |
|
|
2018
Q4 | $5K | Sell |
129
-158
| -55% | -$6.12K | ﹤0.01% | 1093 |
|
|
2018
Q3 | $19K | Sell |
287
-424
| -60% | -$28.1K | ﹤0.01% | 786 |
|
|
2018
Q2 | $54K | Hold |
711
| – | – | 0.01% | 526 |
|
|
2018
Q1 | $45K | Buy |
711
+182
| +34% | +$11.5K | 0.01% | 507 |
|
|
2017
Q4 | $23K | Hold |
529
| – | – | ﹤0.01% | 644 |
|
|
2017
Q3 | $23K | Buy |
+529
| New | +$23K | 0.01% | 534 |
|