WR Wealth Planners’s Valvoline VVV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.27K | Hold |
35
| – | – | ﹤0.01% | 906 |
|
2024
Q3 | $1.47K | Hold |
35
| – | – | ﹤0.01% | 941 |
|
2024
Q2 | $1.51K | Hold |
35
| – | – | ﹤0.01% | 923 |
|
2024
Q1 | $1.56K | Buy |
+35
| New | +$1.56K | ﹤0.01% | 912 |
|
2023
Q4 | – | Sell |
-35
| Closed | -$1.13K | – | 850 |
|
2023
Q3 | $1.13K | Hold |
35
| – | – | ﹤0.01% | 831 |
|
2023
Q2 | $1.31K | Hold |
35
| – | – | ﹤0.01% | 814 |
|
2023
Q1 | $1.22K | Buy |
+35
| New | +$1.22K | ﹤0.01% | 826 |
|