VALMARK ADVISERS, INC. – Transaction History
VALMARK ADVISERS, INC. portfolio value:
1.04M
portfolio value
VALMARK ADVISERS, INC. quarter portfolio value change:
-2.98%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.59% | 950 shares | 15K | 21.63K | |
| Q2 2022 | share | Decrease | -15.51% | -3.79K shares | -246K | 20.68K | |
| Q1 2022 | share | Increase | +1.09% | 265 shares | -44K | 24.48K | |
| Q4 2021 | share | Decrease | -4.71% | -1.19K shares | -78K | 24.21K | |
| Q3 2021 | share | Increase | +0.34% | 86 shares | 3K | 25.41K | |
| Q2 2021 | share | Increase | +5.48% | 1.31K shares | 78K | 25.32K | |
| Q1 2021 | share | Decrease | -1.17% | -284 shares | -49K | 24.01K | |
| Q4 2020 | share | Increase | +12.14% | 2.63K shares | 160K | 24.29K | |
| Q3 2020 | share | Increase | +9.47% | 1.87K shares | 104K | 21.66K | |
| Q2 2020 | share | Increase | +5.50% | 1.03K shares | 76K | 19.79K | |
| Q1 2020 | share | Increase | 0.00% | 18.75K shares | 1.02M | 18.75K |