Wealthspire Advisors (Maryland)’s Valspar VAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-31
| Closed | -$3K | – | 2375 |
|
|
2017
Q1 | $3K | Buy |
31
+1
| +3% | +$97 | ﹤0.01% | 1664 |
|
|
2016
Q4 | $3K | Buy |
30
+5
| +20% | +$500 | ﹤0.01% | 1521 |
|
|
2016
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 1520 |
|
|
2016
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 1474 |
|
|
2016
Q1 | $3K | Sell |
25
-27
| -52% | -$3.24K | ﹤0.01% | 1495 |
|
|
2015
Q4 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 1427 |
|