Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 07, 2022

SELL
N/A
-2,748 Closed
0 $0
Q3 2021

Nov 02, 2021

SELL
N/A
-14 Reduced 0.51%
2,748 $381,000
Q2 2021

Jul 22, 2021

SELL
N/A
-81 Reduced 2.85%
2,762 $372,000
Q1 2021

Apr 12, 2021

BUY
N/A
232 Added 8.89%
2,843 $341,000
Q4 2020

Feb 11, 2021

SELL
N/A
-1,114 Reduced 29.91%
2,611 $327,000
Q3 2020

Oct 28, 2020

BUY
N/A
37 Added 1.0%
3,725 $443,000
Q2 2020

Jul 20, 2020

SELL
N/A
-224 Reduced 5.73%
3,688 $446,000
Q1 2020

Apr 13, 2020

SELL
N/A
-77 Reduced 1.93%
3,912 $472,000
Q4 2019

Jan 24, 2020

BUY
N/A
1,214 Added 43.75%
3,989 $447,000
Q3 2019

Oct 15, 2019

BUY
N/A
2,775 New
2,775 $338,000
Q3 2018

Nov 01, 2018

SELL
N/A
-24 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
N/A
24 New
24 $3,000
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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