LFA
LGT Financial Advisors’s Valvoline VVV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-655
| Closed | -$23.7K | – | 720 |
|
2024
Q4 | $23.7K | Hold |
655
| – | – | 0.05% | 277 |
|
2024
Q3 | $27.4K | Hold |
655
| – | – | 0.07% | 214 |
|
2024
Q2 | $28.3K | Hold |
655
| – | – | 0.06% | 233 |
|
2024
Q1 | $29.2K | Hold |
655
| – | – | 0.03% | 295 |
|
2023
Q4 | $24.6K | Hold |
655
| – | – | 0.03% | 304 |
|
2023
Q3 | $21.1K | Buy |
+655
| New | +$21.1K | 0.03% | 328 |
|