Valeo Financial Advisors, LLC First Trust Nasdaq Technology Transaction History

Valeo Financial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 02, 2021	SELL	$56.07 - $59.24 $975,842 - $1.03 Million	-17,404 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$54.11 - $57.66 $6,709 - $7,149	124 Added 0.72%	17,404 $224,000
Q1 2021 Apr 12, 2021	BUY	$48.88 - $54.24 $218,053 - $241,964	4,461 Added 34.8%	17,280 $218,000
Q4 2020 Feb 11, 2021	BUY	$41.7 - $49.55 $534,552 - $635,181	12,819 New	12,819 $168,000
Q2 2019 Jul 10, 2019	SELL	$35.87 - $40.82 $113,564 - $129,236	-3,166 Closed	0 $0
Q1 2018 Apr 12, 2018	SELL	$33.9 - $38.16 $33 - $38	-1 Reduced 0.03%	3,166 $35,000
Q4 2017 Feb 09, 2018	BUY	$32.54 - $35.73 $103,054 - $113,156	3,167	3,167 $35,000

340

20.8M

7.9K

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