Valeo Financial Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Valeo Financial Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$38.15 - $40.6 $20,524 - $21,842	-538 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$33.86 - $38.29 $28,713 - $32,469	-848 Reduced 61.18%	538 $20,000
Q4 2020 Feb 11, 2021	BUY	$29.5 - $34.42 $40,887 - $47,706	1,386 New	1,386 $48,000
Q3 2020 Oct 28, 2020	SELL	$28.64 - $31.68 $28,410 - $31,426	-992 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$22.11 - $35.37 $21,933 - $35,087	992 New	992 $27,000
Q4 2019 Jan 24, 2020	SELL	$30.96 - $35.07 $309 - $350	-10 Closed	0 $0
Q3 2019 Oct 15, 2019	SELL	$31.79 - $32.44 $3,528 - $3,600	-111 Reduced 91.74%	10 $0
Q1 2019 Apr 12, 2019	BUY	N/A	121 New	121 $4,000

1,014

410M

356K

41.6K

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