American Trust’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,827
Closed -$359K 492
2022
Q4
$359K Sell
2,827
-60
-2% -$7.61K 0.03% 277
2022
Q3
$308K Sell
2,887
-92
-3% -$9.82K 0.03% 291
2022
Q2
$317K Sell
2,979
-3,097
-51% -$330K 0.03% 303
2022
Q1
$617K Sell
6,076
-1,035
-15% -$105K 0.04% 209
2021
Q4
$534K Buy
+7,111
New +$534K 0.04% 160