Berman Capital Advisors’s Valvoline VVV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $8K | Buy |
+266
| New | +$8K | ﹤0.01% | 1284 |
|
2020
Q2 | – | Sell |
-295
| Closed | -$3K | – | 1860 |
|
2020
Q1 | $3K | Sell |
295
-361
| -55% | -$3.67K | ﹤0.01% | 1075 |
|
2019
Q4 | $14K | Buy |
656
+3
| +0.5% | +$64 | ﹤0.01% | 640 |
|
2019
Q3 | $14K | Buy |
653
+2
| +0.3% | +$43 | ﹤0.01% | 627 |
|
2019
Q2 | $12K | Buy |
651
+359
| +123% | +$6.62K | ﹤0.01% | 674 |
|
2019
Q1 | $5K | Buy |
+292
| New | +$5K | ﹤0.01% | 885 |
|