Laurel Wealth Advisors (California)’s Validus Hold Ltd VR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-10,671
| Closed | -$500K | – | 385 |
|
2017
Q4 | $500K | Buy |
10,671
+1,241
| +13% | +$58.1K | 0.14% | 170 |
|
2017
Q3 | $464K | Buy |
9,430
+200
| +2% | +$9.84K | 0.16% | 157 |
|
2017
Q2 | $479K | Buy |
9,230
+920
| +11% | +$47.7K | 0.17% | 154 |
|
2017
Q1 | $468K | Buy |
8,310
+60
| +0.7% | +$3.38K | 0.18% | 141 |
|
2016
Q4 | $453K | Buy |
8,250
+1,500
| +22% | +$82.4K | 0.2% | 125 |
|
2016
Q3 | $336K | Sell |
6,750
-35
| -0.5% | -$1.74K | 0.16% | 156 |
|
2016
Q2 | $330K | Sell |
6,785
-300
| -4% | -$14.6K | 0.16% | 158 |
|
2016
Q1 | $334K | Hold |
7,085
| – | – | 0.17% | 154 |
|
2015
Q4 | $328K | Buy |
+7,085
| New | +$328K | 0.17% | 160 |
|