CWP
Concord Wealth Partners’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26
| Closed | -$941 | – | 980 |
|
|
2024
Q4 | $941 | Hold |
26
| – | – | ﹤0.01% | 802 |
|
|
2024
Q3 | $1.09K | Buy |
+26
| New | +$1.09K | ﹤0.01% | 822 |
|
|
2022
Q3 | – | Sell |
-162
| Closed | -$5K | – | 1142 |
|
|
2022
Q2 | $5K | Hold |
162
| – | – | ﹤0.01% | 838 |
|
|
2022
Q1 | $5K | Hold |
162
| – | – | ﹤0.01% | 928 |
|
|
2021
Q4 | $6K | Buy |
+162
| New | +$6K | ﹤0.01% | 916 |
|
|
2021
Q3 | – | Sell |
-178
| Closed | -$6K | – | 1038 |
|
|
2021
Q2 | $6K | Sell |
178
-110
| -38% | -$3.71K | ﹤0.01% | 714 |
|
|
2021
Q1 | $8K | Buy |
+288
| New | +$8K | ﹤0.01% | 612 |
|