Zimmermann Investment Management & Planning’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,139
| Closed | -$124K | – | 145 |
|
|
2024
Q1 | $124K | Buy |
10,139
+50
| +0.5% | +$609 | 0.04% | 133 |
|
|
2023
Q4 | $160K | Hold |
10,089
| – | – | 0.07% | 119 |
|
|
2023
Q3 | $135K | Sell |
10,089
-331
| -3% | -$4.44K | 0.06% | 101 |
|
|
2023
Q2 | $140K | Buy |
10,420
+406
| +4% | +$5.45K | 0.07% | 104 |
|
|
2023
Q1 | $158K | Buy |
+10,014
| New | +$158K | 0.08% | 111 |
|