Valeo Financial Advisors, LLC Spdr S&P Insurance ETF Transaction History

Valeo Financial Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$37.12 - $40.33 $82,072 - $89,169	-2,211 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$32.2 - $37.72 $29,269 - $34,287	909 Added 69.82%	2,211 $81,000
Q3 2020 Oct 28, 2020	SELL	$26.11 - $30.23 $2,924 - $3,385	-112 Reduced 7.92%	1,302 $36,000
Q2 2020 Jul 20, 2020	BUY	$23.09 - $31.12 $300 - $404	13 Added 0.93%	1,414 $39,000
Q1 2020 Apr 13, 2020	BUY	$20.74 - $37.52 $2,053 - $3,714	99 Added 7.6%	1,401 $39,000
Q4 2018 Jan 30, 2019	SELL	N/A	-25 Reduced 1.88%	1,302 $37,000
Q2 2018 Aug 14, 2018	BUY	N/A	25 Added 1.92%	1,327 $42,000
Q4 2017 Feb 09, 2018	BUY	N/A	868 Added 200.0%	1,302 $40,000
Q3 2017 Nov 14, 2017	BUY	N/A	434	434 $39,000

165

12.7M

99.4K

567K

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Valeo Financial Advisors, LLC with notifications on news.