VFA
Y

Valeo Financial Advisors’s Alleghany Corp Y Stock Holding History

Valeo Financial Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9
Closed -$6K – 2038
2021
Q1 		$6K Buy
9
+1
+13% +$619 ﹤0.01% 1534
2020
Q4 		$5K Hold
8
– – ﹤0.01% 1390
2020
Q3 		$4K Sell
8
-17
-68% -$8.94K ﹤0.01% 1321
2020
Q2 		$12K Sell
25
-64
-72% -$33.1K ﹤0.01% 1241
2020
Q1 		$52K Sell
89
-3
-3% -$2.16K 0.01% 601
2019
Q4 		$74K Hold
92
– – 0.01% 524
2019
Q3 		$73K Hold
92
– – 0.01% 507
2019
Q2 		$63K Hold
92
– – 0.01% 537
2019
Q1 		$56K Buy
92
+1
+1% +$625 0.01% 531
2018
Q4 		$57K Sell
91
-2
-2% -$1.23K 0.01% 500
2018
Q3 		$56K Buy
93
+1
+1% +$626 0.01% 528
2018
Q2 		$57K Hold
92
– – 0.01% 516
2018
Q1 		$57K Buy
92
+81
+736% +$48.8K 0.01% 468
2017
Q4 		$7K Buy
11
+1
+10% +$570 ﹤0.01% 938
2017
Q3 		$6K Buy
+10
New +$5.83K ﹤0.01% 851

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