Insight Wealth Strategies’s Valaris VAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,174
| Closed | -$511K | – | 175 |
|
2024
Q3 | $511K | Buy |
9,174
+1,729
| +23% | +$96.4K | 0.07% | 128 |
|
2024
Q2 | $555K | Buy |
7,445
+326
| +5% | +$24.3K | 0.08% | 127 |
|
2024
Q1 | $536K | Buy |
7,119
+210
| +3% | +$15.8K | 0.08% | 130 |
|
2023
Q4 | $474K | Buy |
6,909
+416
| +6% | +$28.5K | 0.08% | 131 |
|
2023
Q3 | $487K | Buy |
6,493
+257
| +4% | +$19.3K | 0.09% | 114 |
|
2023
Q2 | $392K | Sell |
6,236
-12
| -0.2% | -$755 | 0.08% | 117 |
|
2023
Q1 | $406K | Sell |
6,248
-57
| -0.9% | -$3.71K | 0.08% | 116 |
|
2022
Q4 | $426K | Buy |
+6,305
| New | +$426K | 0.08% | 109 |
|