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