BWM
BerganKDV Wealth Management’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-103
| Closed | -$3.6K | – | 1083 |
|
|
2023
Q1 | $3.6K | Buy |
+103
| New | +$3.6K | ﹤0.01% | 743 |
|
|
2020
Q1 | – | Sell |
-823
| Closed | -$18K | – | 1009 |
|
|
2019
Q4 | $18K | Hold |
823
| – | – | ﹤0.01% | 466 |
|
|
2019
Q3 | $18K | Hold |
823
| – | – | ﹤0.01% | 446 |
|
|
2019
Q2 | $16K | Hold |
823
| – | – | ﹤0.01% | 458 |
|
|
2019
Q1 | $15K | Hold |
823
| – | – | ﹤0.01% | 474 |
|
|
2018
Q4 | $16K | Hold |
823
| – | – | ﹤0.01% | 415 |
|
|
2018
Q3 | $18K | Hold |
823
| – | – | ﹤0.01% | 430 |
|
|
2018
Q2 | $18K | Buy |
+823
| New | +$18K | ﹤0.01% | 438 |
|