DWM
Dakota Wealth Management’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
+5,848
| New | +$221K | ﹤0.01% | 705 |
|
|
2024
Q1 | – | Sell |
-5,974
| Closed | -$225K | – | 784 |
|
|
2023
Q4 | $225K | Buy |
+5,974
| New | +$225K | 0.01% | 579 |
|
|
2023
Q3 | – | Sell |
-5,968
| Closed | -$224K | – | 696 |
|
|
2023
Q2 | $224K | Sell |
5,968
-2,625
| -31% | -$98.5K | 0.01% | 560 |
|
|
2023
Q1 | $300K | Buy |
8,593
+646
| +8% | +$22.6K | 0.02% | 464 |
|
|
2022
Q4 | $259K | Buy |
+7,947
| New | +$259K | 0.02% | 475 |
|