Nisa Investment Advisors’s Value Line VALU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.63K | Hold |
246
| – | – | ﹤0.01% | 2284 |
|
|
2025
Q1 | $9.51K | Buy |
246
+9
| +4% | +$348 | ﹤0.01% | 2104 |
|
|
2024
Q4 | $12.5K | Hold |
237
| – | – | ﹤0.01% | 2074 |
|
|
2024
Q3 | $11K | Hold |
237
| – | – | ﹤0.01% | 2081 |
|
|
2024
Q2 | $10.2K | Hold |
237
| – | – | ﹤0.01% | 2146 |
|
|
2024
Q1 | $9.6K | Hold |
237
| – | – | ﹤0.01% | 2043 |
|
|
2023
Q4 | $11.6K | Sell |
237
-102
| -30% | -$4.97K | ﹤0.01% | 2011 |
|
|
2023
Q3 | $14.8K | Hold |
339
| – | – | ﹤0.01% | 2095 |
|
|
2023
Q2 | $15.6K | Hold |
339
| – | – | ﹤0.01% | 2168 |
|
|
2023
Q1 | $16K | Sell |
339
-1
| -0.3% | -$47 | ﹤0.01% | 2072 |
|
|
2022
Q4 | $17K | Sell |
340
-97
| -22% | -$4.85K | ﹤0.01% | 2102 |
|
|
2022
Q3 | $21K | Buy |
437
+100
| +30% | +$4.81K | ﹤0.01% | 2041 |
|
|
2022
Q2 | $22K | Buy |
337
+177
| +111% | +$11.6K | ﹤0.01% | 2026 |
|
|
2022
Q1 | $11K | Buy |
+160
| New | +$11K | ﹤0.01% | 2188 |
|