Valeo Financial Advisors, LLC Fidelity Covington Tr Msci Fin Transaction History

Valeo Financial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	BUY	$46.5 - $50.18 $233,895 - $252,405	5,030 New	5,030 $234,000
Q2 2021 Jul 22, 2021	SELL	$49.54 - $54.72 $11,146 - $12,312	-225 Closed	0 $0
Q3 2020 Oct 28, 2020	SELL	$32.1 - $35.99 $121,338 - $136,042	-3,780 Reduced 94.38%	225 $8,000
Q4 2019 Jan 24, 2020	BUY	$38.83 - $44.77 $8,736 - $10,073	225 Added 5.95%	4,005 $178,000
Q3 2019 Oct 15, 2019	SELL	$40.49 - $41.5 $4,049 - $4,150	-100 Reduced 2.58%	3,780 $154,000
Q3 2018 Nov 01, 2018	BUY	N/A	3,780 Added 3780.0%	3,880 $148,000
Q1 2018 Apr 12, 2018	BUY	N/A	100 New	100 $4,000

214

10.3M

600

3.2K

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