Wealthquest’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-16,900
| Closed | -$222K | – | 140 |
|
|
2018
Q4 | $222K | Buy |
+16,900
| New | +$222K | 0.09% | 117 |
|
|
2015
Q3 | – | Sell |
-16,900
| Closed | -$100K | – | 53 |
|
|
2015
Q2 | $100K | Hold |
16,900
| – | – | 0.15% | 49 |
|
|
2015
Q1 | $95K | Hold |
16,900
| – | – | 0.14% | 51 |
|
|
2014
Q4 | $138K | Buy |
+16,900
| New | +$138K | 0.14% | 53 |
|