1900 Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,825
| Closed | -$382K | – | 230 |
|
|
2024
Q3 | $382K | Buy |
2,825
+21
| +0.7% | +$2.84K | 0.03% | 171 |
|
|
2024
Q2 | $440K | Buy |
2,804
+19
| +0.7% | +$2.98K | 0.04% | 156 |
|
|
2024
Q1 | $475K | Sell |
2,785
-87
| -3% | -$14.9K | 0.04% | 162 |
|
|
2023
Q4 | $373K | Buy |
2,872
+6
| +0.2% | +$780 | 0.03% | 223 |
|
|
2023
Q3 | $406K | Buy |
2,866
+124
| +5% | +$17.6K | 0.04% | 206 |
|
|
2023
Q2 | $322K | Buy |
+2,742
| New | +$322K | 0.03% | 190 |
|