IFP Advisors’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 |
-6,882
| Closed | -$764K | – | 4327 |
|
|
2017
Q1 | $764K | Sell |
6,882
-79
| -1% | -$8.77K | 0.03% | 508 |
|
|
2016
Q4 | $721K | Sell |
6,961
-54
| -0.8% | -$5.59K | 0.03% | 482 |
|
|
2016
Q3 | $744K | Buy |
7,015
+3,078
| +78% | +$326K | 0.04% | 443 |
|
|
2016
Q2 | $425K | Buy |
+3,937
| New | +$425K | 0.02% | 604 |
|
|
2016
Q1 | – | Sell |
-1,888
| Closed | -$157K | – | 4079 |
|
|
2015
Q4 | $157K | Buy |
+1,888
| New | +$157K | 0.01% | 949 |
|