VALMARK ADVISERS, INC. – Transaction History
VALMARK ADVISERS, INC. portfolio value:
872,000
portfolio value
VALMARK ADVISERS, INC. quarter portfolio value change:
-1.02%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.76% | -1.35K shares | -43K | 34.54K | |
| Q2 2022 | share | Decrease | -19.10% | -8.47K shares | -215K | 35.89K | |
| Q1 2022 | share | Increase | +1.82% | 793 shares | 1K | 44.36K | |
| Q4 2021 | share | Increase | +21.57% | 7.73K shares | 197K | 43.57K | |
| Q3 2021 | share | Decrease | -11.73% | -4.76K shares | -128K | 35.84K | |
| Q2 2021 | share | Increase | +7.77% | 2.92K shares | 74K | 40.60K | |
| Q1 2021 | share | Increase | +4.74% | 1.70K shares | 44K | 37.67K | |
| Q4 2020 | share | Increase | +11.72% | 3.77K shares | 96K | 35.97K | |
| Q3 2020 | share | Increase | +30.26% | 7.48K shares | 197K | 32.19K | |
| Q2 2020 | share | Increase | +29.24% | 5.59K shares | 158K | 24.71K | |
| Q1 2020 | share | Increase | +14.99% | 2.49K shares | 62K | 19.12K | |
| Q4 2019 | share | Increase | +1.41% | 232 shares | 7K | 16.63K | |
| Q3 2019 | share | Increase | 0.00% | 16.40K shares | 422K | 16.40K | |
| Q3 2018 | share | Decrease | -100.00% | -12.27K shares | -306K | 0 | |
| Q2 2018 | share | Increase | +11.72% | 1.28K shares | 32K | 12.27K | |
| Q1 2018 | share | Increase | 0.00% | 10.98K shares | 274K | 10.98K |