Fermata Advisors’s Valaris VAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
6,133
+501
+9% +$21.1K 0.07% 189
2025
Q1
$221K Buy
5,632
+936
+20% +$36.7K 0.04% 254
2024
Q4
$208K Buy
4,696
+101
+2% +$4.47K 0.04% 251
2024
Q3
$256K Buy
4,595
+1,416
+45% +$78.9K 0.05% 202
2024
Q2
$237K Buy
+3,179
New +$237K 0.05% 195