AWM
VLP
Avior Wealth Management’s Valero Energy Partners LP VLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,039
| Closed | -$115K | – | 803 |
|
|
2018
Q3 | $115K | Hold |
3,039
| – | – | 0.02% | 427 |
|
|
2018
Q2 | $116K | Hold |
3,039
| – | – | 0.03% | 431 |
|
|
2018
Q1 | $108K | Hold |
3,039
| – | – | 0.03% | 431 |
|
|
2017
Q4 | $135K | Buy |
3,039
+2,858
| +1,579% | +$127K | 0.03% | 411 |
|
|
2017
Q3 | $8K | Hold |
181
| – | – | ﹤0.01% | 362 |
|
|
2017
Q2 | $8K | Hold |
181
| – | – | ﹤0.01% | 339 |
|
|
2017
Q1 | $9K | Buy |
181
+55
| +44% | +$2.74K | ﹤0.01% | 370 |
|
|
2016
Q4 | $6K | Hold |
126
| – | – | ﹤0.01% | 379 |
|
|
2016
Q3 | $6K | Hold |
126
| – | – | ﹤0.01% | 381 |
|
|
2016
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 374 |
|
|
2016
Q1 | $6K | Buy |
126
+6
| +5% | +$286 | ﹤0.01% | 389 |
|
|
2015
Q4 | $6K | Buy |
120
+18
| +18% | +$900 | ﹤0.01% | 359 |
|
|
2015
Q3 | $5K | Hold |
102
| – | – | ﹤0.01% | 334 |
|
|
2015
Q2 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 318 |
|