Advocacy Wealth Management Services’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-114
| Closed | -$11K | – | 199 |
|
|
2018
Q1 | $11K | Sell |
114
-61
| -35% | -$5.89K | 0.01% | 131 |
|
|
2017
Q4 | $16K | Sell |
175
-175
| -50% | -$16K | 0.01% | 125 |
|
|
2017
Q3 | $25K | Buy |
350
+175
| +100% | +$12.5K | 0.01% | 117 |
|
|
2017
Q2 | $12K | Hold |
175
| – | – | ﹤0.01% | 173 |
|
|
2017
Q1 | $12K | Hold |
175
| – | – | ﹤0.01% | 189 |
|
|
2016
Q4 | $12K | Sell |
175
-175
| -50% | -$12K | ﹤0.01% | 184 |
|
|
2016
Q3 | $19K | Buy |
350
+50
| +17% | +$2.71K | 0.01% | 217 |
|
|
2016
Q2 | $15K | Sell |
300
-77
| -20% | -$3.85K | 0.01% | 270 |
|
|
2016
Q1 | $24K | Buy |
+377
| New | +$24K | 0.02% | 269 |
|