DWM
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Drive Wealth Management’s Valaris VAL Stock Holding History

Drive Wealth Management’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,054
Closed -$401K – 382
2024
Q4 		$401K Buy
9,054
+1,893
+26% +$83.7K 0.1% 162
2024
Q3 		$399K Buy
+7,161
New +$399K 0.1% 162