OWA
Opal Wealth Advisors’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3K | Buy |
1,039
+22
| +2% | +$833 | 0.01% | 416 |
|
|
2025
Q1 | $35.4K | Buy |
+1,017
| New | +$35.4K | 0.01% | 407 |
|
|
2024
Q3 | – | Sell |
-1,226
| Closed | -$53K | – | 1156 |
|
|
2024
Q2 | $53K | Sell |
1,226
-1,574
| -56% | -$68K | 0.02% | 350 |
|
|
2024
Q1 | $125K | Buy |
+2,800
| New | +$125K | 0.04% | 186 |
|
|
2022
Q2 | – | Sell |
-6,560
| Closed | -$207K | – | 127 |
|
|
2022
Q1 | $207K | Buy |
+6,560
| New | +$207K | 0.18% | 97 |
|