Valeo Financial Advisors, LLC Ishares Global Reit ETF Transaction History

Valeo Financial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$25.9 - $28.81 $60,709 - $67,530	-2,344 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$23.2 - $26.09 $2,784 - $3,130	120 Added 5.4%	2,344 $60,000
Q4 2020 Feb 11, 2021	SELL	$20.19 - $24.01 $20 - $24	-1 Reduced 0.04%	2,224 $53,000
Q3 2020 Oct 28, 2020	BUY	$20.27 - $22.2 $405 - $444	20 Added 0.91%	2,225 $47,000
Q2 2020 Jul 20, 2020	BUY	$17.29 - $23.44 $38,124 - $51,685	2,205 New	2,205 $46,000
Q1 2020 Apr 13, 2020	SELL	$15.98 - $28.84 $5,608 - $10,122	-351 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$26.72 - $28.85 $9,378 - $10,126	351 New	351 $10,000

294

74.6M

32.7K

13.7K

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.