EverSource Wealth Advisors’s Valvoline VVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Buy |
1,458
+691
| +90% | +$26.2K | ﹤0.01% | 1546 |
|
|
2025
Q1 | $26.7K | Buy |
767
+480
| +167% | +$16.7K | ﹤0.01% | 1540 |
|
|
2024
Q4 | $10.4K | Buy |
287
+106
| +59% | +$3.84K | ﹤0.01% | 1970 |
|
|
2024
Q3 | $7.58K | Buy |
181
+11
| +6% | +$460 | ﹤0.01% | 2019 |
|
|
2024
Q2 | $7.91K | Hold |
170
| – | – | ﹤0.01% | 1993 |
|
|
2024
Q1 | $7.23K | Buy |
170
+136
| +400% | +$5.78K | ﹤0.01% | 1855 |
|
|
2023
Q4 | $1.28K | Buy |
+34
| New | +$1.28K | ﹤0.01% | 2318 |
|
|
2023
Q3 | – | Sell |
-14
| Closed | -$525 | – | 2685 |
|
|
2023
Q2 | $525 | Buy |
+14
| New | +$525 | ﹤0.01% | 2347 |
|