Patriot Financial Group Insurance Agency’s Valvoline VVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 1920 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1960 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1988 |
|
|
2021
Q4 | $1K | Sell |
20
-172
| -90% | -$8.6K | ﹤0.01% | 2087 |
|
|
2021
Q3 | $6K | Sell |
192
-2
| -1% | -$63 | ﹤0.01% | 1662 |
|
|
2021
Q2 | $6K | Buy |
194
+3
| +2% | +$93 | ﹤0.01% | 1609 |
|
|
2021
Q1 | $5K | Sell |
191
-2
| -1% | -$52 | ﹤0.01% | 1580 |
|
|
2020
Q4 | $4K | Sell |
193
-37
| -16% | -$767 | ﹤0.01% | 1514 |
|
|
2020
Q3 | $4K | Buy |
230
+1
| +0.4% | +$17 | ﹤0.01% | 1322 |
|
|
2020
Q2 | $4K | Hold |
229
| – | – | ﹤0.01% | 1272 |
|
|
2020
Q1 | $3K | Buy |
229
+54
| +31% | +$707 | ﹤0.01% | 1256 |
|
|
2019
Q4 | $4K | Hold |
175
| – | – | ﹤0.01% | 1019 |
|
|
2019
Q3 | $4K | Sell |
175
-72
| -29% | -$1.65K | ﹤0.01% | 998 |
|
|
2019
Q2 | $5K | Hold |
247
| – | – | ﹤0.01% | 966 |
|
|
2019
Q1 | $5K | Buy |
+247
| New | +$5K | ﹤0.01% | 872 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1279 |
|