VALMARK ADVISERS, INC. – Transaction History
VALMARK ADVISERS, INC. portfolio value:
1.05M
portfolio value
VALMARK ADVISERS, INC. quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.18% | 7 shares | -69K | 3.90K | |
| Q2 2022 | share | Increase | +0.75% | 29 shares | -115K | 3.89K | |
| Q1 2022 | share | Increase | +19.57% | 633 shares | 115K | 3.86K | |
| Q4 2021 | share | Increase | +2.08% | 66 shares | 191K | 3.23K | |
| Q3 2021 | share | Decrease | -16.56% | -629 shares | -168K | 3.16K | |
| Q2 2021 | share | Decrease | -0.45% | -17 shares | 29K | 3.79K | |
| Q1 2021 | share | Decrease | -2.78% | -109 shares | 35K | 3.81K | |
| Q4 2020 | share | Increase | +300.00% | 2.94K shares | 800K | 3.92K | |
| Q3 2020 | share | Increase | 0.00% | 981 shares | 234K | 981 |