Eads & Heald Wealth Management’s Valspar VAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,875
| Closed | -$430K | – | 134 |
|
|
2017
Q1 | $430K | Sell |
3,875
-245
| -6% | -$27.2K | 0.28% | 106 |
|
|
2016
Q4 | $427K | Sell |
4,120
-115
| -3% | -$11.9K | 0.29% | 107 |
|
|
2016
Q3 | $449K | Sell |
4,235
-475
| -10% | -$50.4K | 0.31% | 107 |
|
|
2016
Q2 | $509K | Sell |
4,710
-345
| -7% | -$37.3K | 0.35% | 106 |
|
|
2016
Q1 | $541K | Sell |
5,055
-125
| -2% | -$13.4K | 0.37% | 100 |
|
|
2015
Q4 | $430K | Buy |
+5,180
| New | +$430K | 0.3% | 109 |
|