VALMARK ADVISERS, INC. – Transaction History
VALMARK ADVISERS, INC. portfolio value:
3.52M
portfolio value
VALMARK ADVISERS, INC. quarter portfolio value change:
-12.81%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.34% | 8.06K shares | -349K | 193.78K | |
| Q2 2022 | share | Increase | +12.88% | 21.18K shares | -101K | 185.72K | |
| Q1 2022 | share | Increase | +5.02% | 7.86K shares | 268K | 164.53K | |
| Q4 2021 | share | Increase | +2.45% | 3.74K shares | 231K | 156.66K | |
| Q3 2021 | share | Increase | +3.30% | 4.88K shares | -120K | 152.92K | |
| Q2 2021 | share | Increase | +8.22% | 11.24K shares | 333K | 148.03K | |
| Q1 2021 | share | Increase | +2.15% | 2.87K shares | 158K | 136.78K | |
| Q4 2020 | share | Increase | +1.00% | 1.33K shares | 404K | 133.91K | |
| Q3 2020 | share | Increase | +2.73% | 3.52K shares | 69K | 132.58K | |
| Q2 2020 | share | Increase | +4.02% | 4.98K shares | 344K | 129.05K | |
| Q1 2020 | share | Decrease | -1.31% | -1.64K shares | -816K | 124.06K | |
| Q4 2019 | share | Decrease | -2.58% | -3.32K shares | 172K | 125.70K | |
| Q3 2019 | share | Increase | 0.00% | 129.03K shares | 2.93M | 129.03K |