Wasatch Advisors’s Velocity Financial VEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-194,722
| Closed | -$1.76M | – | 267 |
|
|
2023
Q1 | $1.76M | Sell |
194,722
-301,397
| -61% | -$2.72M | 0.01% | 241 |
|
|
2022
Q4 | $4.79M | Sell |
496,119
-180,692
| -27% | -$1.74M | 0.03% | 200 |
|
|
2022
Q3 | $7.34M | Sell |
676,811
-253,119
| -27% | -$2.74M | 0.05% | 184 |
|
|
2022
Q2 | $10.2M | Hold |
929,930
| – | – | 0.06% | 169 |
|
|
2022
Q1 | $10.2M | Sell |
929,930
-47,173
| -5% | -$516K | 0.05% | 184 |
|
|
2021
Q4 | $13.4M | Buy |
977,103
+125,109
| +15% | +$1.71M | 0.05% | 187 |
|
|
2021
Q3 | $11.2M | Buy |
851,994
+12,878
| +2% | +$169K | 0.05% | 203 |
|
|
2021
Q2 | $10.5M | Buy |
839,116
+208,355
| +33% | +$2.6M | 0.04% | 206 |
|
|
2021
Q1 | $5.6M | Buy |
+630,761
| New | +$5.6M | 0.03% | 230 |
|