Williams Jones Wealth Management’s Valaris VAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,120
| Closed | -$1.05M | – | 561 |
|
|
2023
Q1 | $1.05M | Sell |
16,120
-8,743
| -35% | -$569K | 0.02% | 268 |
|
|
2022
Q4 | $1.68M | Sell |
24,863
-8,745
| -26% | -$591K | 0.03% | 215 |
|
|
2022
Q3 | $1.65M | Buy |
33,608
+23
| +0.1% | +$1.13K | 0.03% | 219 |
|
|
2022
Q2 | $1.42M | Buy |
33,585
+5,490
| +20% | +$232K | 0.02% | 239 |
|
|
2022
Q1 | $1.46M | Buy |
+28,095
| New | +$1.46M | 0.02% | 224 |
|