WR Wealth Planners’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-175
| Closed | -$2.04K | – | 1189 |
|
|
2024
Q3 | $2.04K | Hold |
175
| – | – | ﹤0.01% | 903 |
|
|
2024
Q2 | $1.96K | Hold |
175
| – | – | ﹤0.01% | 895 |
|
|
2024
Q1 | $2.13K | Buy |
+175
| New | +$2.13K | ﹤0.01% | 868 |
|
|
2023
Q4 | – | Sell |
-175
| Closed | -$2.35K | – | 829 |
|
|
2023
Q3 | $2.35K | Hold |
175
| – | – | ﹤0.01% | 757 |
|
|
2023
Q2 | $2.35K | Sell |
175
-6,080
| -97% | -$81.6K | ﹤0.01% | 755 |
|
|
2023
Q1 | $98.7K | Buy |
6,255
+6,080
| +3,474% | +$95.9K | 0.04% | 235 |
|
|
2022
Q4 | $2.97K | Hold |
175
| – | – | ﹤0.01% | 369 |
|
|
2022
Q3 | $2.33K | Sell |
175
-1,258
| -88% | -$16.8K | ﹤0.01% | 380 |
|
|
2022
Q2 | $21K | Hold |
1,433
| – | – | 0.01% | 220 |
|
|
2022
Q1 | $28.6K | Buy |
+1,433
| New | +$28.6K | 0.02% | 202 |
|