AOWM
Alpha Omega Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-170
| Closed | -$15K | – | 540 |
|
|
2019
Q2 | $15K | Hold |
170
| – | – | 0.01% | 400 |
|
|
2019
Q1 | $14K | Buy |
170
+25
| +17% | +$2.06K | 0.01% | 390 |
|
|
2018
Q4 | $11K | Sell |
145
-55
| -28% | -$4.17K | 0.01% | 361 |
|
|
2018
Q3 | $23K | Hold |
200
| – | – | 0.01% | 301 |
|
|
2018
Q2 | $22K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2018
Q1 | $19K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2017
Q4 | $18K | Hold |
200
| – | – | 0.01% | 300 |
|
|
2017
Q3 | $15K | Hold |
200
| – | – | 0.01% | 324 |
|
|
2017
Q2 | $13K | Hold |
200
| – | – | 0.01% | 328 |
|
|
2017
Q1 | $13K | Hold |
200
| – | – | 0.01% | 332 |
|
|
2016
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 319 |
|