VALEO FINANCIAL ADVISORS, LLC – Transaction History
VALEO FINANCIAL ADVISORS, LLC portfolio value:
$602,000
portfolio value
VALEO FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -24K | $55.81 | 10.78K | |
| Q2 2022 | share | Decrease | -2.46% | -272 shares | -202K | $57.99 | 10.78K |
| Q1 2022 | share | Increase | +0.50% | 55 shares | -73K | $74.82 | 11.06K |
| Q4 2021 | share | 0.00% | 0 shares | 86K | $165.03 | 5.50K | |
| Q3 2021 | share | Increase | +3.17% | 169 shares | 36K | $148.09 | 5.50K |
| Q2 2021 | share | Increase | +23.42% | 1.01K shares | 218K | $145.82 | 5.33K |
| Q1 2021 | share | 0.00% | 0 shares | 6K | $129.53 | 4.32K | |
| Q4 2020 | share | Decrease | -3.98% | -179 shares | 37K | $128.03 | 4.32K |
| Q3 2020 | share | 0.00% | 0 shares | 61K | $114.67 | 4.50K | |
| Q2 2020 | share | Increase | +1.95% | 86 shares | 82K | $100.94 | 4.50K |
| Q1 2020 | share | Increase | +0.48% | 21 shares | -33K | $79.05 | 4.41K |
| Q4 2019 | share | 0.00% | 0 shares | 39K | $92.01 | 4.39K | |
| Q3 2019 | share | Decrease | -0.11% | -5 shares | 3K | $83.02 | 4.39K |
| Q2 2019 | share | 0.00% | 0 shares | 17K | $82.02 | 4.39K | |
| Q1 2019 | share | Decrease | -0.81% | -36 shares | 43K | $78.11 | 4.39K |
| Q4 2018 | share | Decrease | -2.98% | -136 shares | -37K | $67.65 | 4.43K |
| Q3 2018 | share | 0.00% | 0 shares | -17K | $80.25 | 4.57K | |
| Q2 2018 | share | Decrease | -11.29% | -582 shares | -10K | $74 | 4.57K |
| Q1 2018 | share | Decrease | -19.90% | -1.28K shares | -85K | $69.87 | 5.15K |
| Q4 2017 | share | Increase | +28.35% | 1.42K shares | 124K | $68.76 | 6.43K |
| Q3 2017 | share | Increase | 0.00% | 5.01K shares | 331K | $64.09 | 5.01K |