PWG
Portside Wealth Group’s Valvoline VVV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-12,952
| Closed | -$469K | – | 444 |
|
2024
Q4 | $469K | Buy |
12,952
+7
| +0.1% | +$253 | 0.08% | 239 |
|
2024
Q3 | $542K | Buy |
12,945
+731
| +6% | +$30.6K | 0.09% | 217 |
|
2024
Q2 | $528K | Buy |
12,214
+170
| +1% | +$7.34K | 0.1% | 202 |
|
2024
Q1 | $537K | Buy |
12,044
+1,629
| +16% | +$72.6K | 0.1% | 209 |
|
2023
Q4 | $391K | Buy |
+10,415
| New | +$391K | 0.07% | 234 |
|