Moneta Group Investment Advisors’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,691
| Closed | -$355K | – | 555 |
|
|
2022
Q4 | $355K | Buy |
+9,691
| New | +$355K | 0.01% | 346 |
|
|
2022
Q1 | – | Sell |
-7,804
| Closed | -$291K | – | 497 |
|
|
2021
Q4 | $291K | Sell |
7,804
-86
| -1% | -$3.21K | 0.01% | 384 |
|
|
2021
Q3 | $246K | Buy |
7,890
+96
| +1% | +$2.99K | 0.01% | 396 |
|
|
2021
Q2 | $253K | Sell |
7,794
-31
| -0.4% | -$1.01K | 0.01% | 390 |
|
|
2021
Q1 | $204K | Buy |
+7,825
| New | +$204K | 0.01% | 403 |
|