Valeo Financial Advisors, LLC Schwab Strategic Tr 1000 Index Transaction History

Valeo Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$39.89 - $42.66 $48,266 - $51,618	-1,210 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$36.87 - $39.72 $32,224 - $34,715	874 Added 260.12%	1,210 $48,000
Q4 2020 Feb 11, 2021	SELL	$32.23 - $37.39 $36,162 - $41,951	-1,122 Reduced 76.95%	336 $13,000
Q3 2020 Oct 28, 2020	BUY	$30.53 - $35.25 $44,512 - $51,394	1,458 New	1,458 $48,000
Q1 2020 Apr 13, 2020	SELL	$21.7 - $33.28 $8,614 - $13,212	-397 Closed	0 $0
Q4 2018 Jan 30, 2019	BUY	N/A	397 New	397 $10,000

176

34.9M

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.