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