SWM
SFG Wealth Management’s Valaris VAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,152
| Closed | -$216K | – | 107 |
|
|
2023
Q4 | $216K | Sell |
3,152
-2
| -0.1% | -$137 | 0.14% | 88 |
|
|
2023
Q3 | $236K | Buy |
+3,154
| New | +$236K | 0.19% | 80 |
|
|
2023
Q1 | – | Sell |
-3,865
| Closed | -$261K | – | 93 |
|
|
2022
Q4 | $261K | Buy |
+3,865
| New | +$261K | 0.32% | 58 |
|