9258 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
Q3 | $229K | Sell |
1,694
-8
| -0.5% | -$1.08K | 0.03% | 317 |
|
|
2024
Q2 | $267K | Sell |
1,702
-4
| -0.2% | -$627 | 0.04% | 279 |
|
|
2024
Q1 | $291K | Buy |
1,706
+2
| +0.1% | +$341 | 0.05% | 273 |
|
|
2023
Q4 | $222K | Buy |
1,704
+114
| +7% | +$14.8K | 0.04% | 293 |
|
|
2023
Q3 | $225K | Buy |
+1,590
| New | +$225K | 0.04% | 285 |
|
|
2023
Q2 | – | Sell |
-1,615
| Closed | -$225K | – | 331 |
|
|
2023
Q1 | $225K | Hold |
1,615
| – | – | 0.05% | 291 |
|
|
2022
Q4 | $205K | Buy |
+1,615
| New | +$205K | 0.04% | 307 |
|