Crewe Advisors’s Valvoline VVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-448
| Closed | -$19.4K | – | 992 |
|
|
2024
Q2 | $19.4K | Buy |
448
+359
| +403% | +$15.5K | ﹤0.01% | 557 |
|
|
2024
Q1 | $3.97K | Buy |
+89
| New | +$3.97K | ﹤0.01% | 775 |
|
|
2020
Q4 | – | Sell |
-500
| Closed | -$10K | – | 649 |
|
|
2020
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 253 |
|
|
2020
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 165 |
|
|
2020
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 154 |
|
|
2019
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 180 |
|
|
2019
Q3 | $11K | Hold |
500
| – | – | 0.01% | 180 |
|
|
2019
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 213 |
|
|
2019
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 185 |
|
|
2018
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 184 |
|
|
2018
Q3 | $11K | Hold |
500
| – | – | 0.01% | 193 |
|
|
2018
Q2 | $11K | Hold |
500
| – | – | 0.01% | 208 |
|
|
2018
Q1 | $11K | Hold |
500
| – | – | 0.01% | 219 |
|
|
2017
Q4 | $13K | Buy |
+500
| New | +$13K | 0.01% | 211 |
|