Carson Wealth (CWM LLC)’s Valaris VAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Buy |
1,139
+589
| +107% | +$24.8K | ﹤0.01% | 3319 |
|
|
2025
Q1 | $22K | Sell |
550
-522
| -49% | -$20.9K | ﹤0.01% | 3612 |
|
|
2024
Q4 | $47K | Buy |
1,072
+192
| +22% | +$8.42K | ﹤0.01% | 2853 |
|
|
2024
Q3 | $49K | Sell |
880
-328
| -27% | -$18.3K | ﹤0.01% | 2708 |
|
|
2024
Q2 | $90K | Buy |
1,208
+489
| +68% | +$36.4K | ﹤0.01% | 2034 |
|
|
2024
Q1 | $54K | Buy |
719
+162
| +29% | +$12.2K | ﹤0.01% | 2244 |
|
|
2023
Q4 | $38K | Sell |
557
-21
| -4% | -$1.43K | ﹤0.01% | 2348 |
|
|
2023
Q3 | $43K | Buy |
578
+21
| +4% | +$1.56K | ﹤0.01% | 2160 |
|
|
2023
Q2 | $35K | Sell |
557
-88
| -14% | -$5.53K | ﹤0.01% | 2256 |
|
|
2023
Q1 | $42K | Buy |
645
+170
| +36% | +$11.1K | ﹤0.01% | 1995 |
|
|
2022
Q4 | $32K | Buy |
475
+8
| +2% | +$539 | ﹤0.01% | 2046 |
|
|
2022
Q3 | $23K | Buy |
467
+5
| +1% | +$246 | ﹤0.01% | 2147 |
|
|
2022
Q2 | $20K | Buy |
+462
| New | +$20K | ﹤0.01% | 2124 |
|