BOSSRA
B.O.S.S. Retirement Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,421
| Closed | -$1.27M | – | 288 |
|
|
2024
Q3 | $1.27M | Buy |
9,421
+842
| +10% | +$114K | 0.26% | 102 |
|
|
2024
Q2 | $1.34M | Sell |
8,579
-87
| -1% | -$13.6K | 0.34% | 83 |
|
|
2024
Q1 | $1.13M | Sell |
8,666
-1,061
| -11% | -$138K | 0.43% | 89 |
|
|
2023
Q4 | $1.26M | Sell |
9,727
-1,634
| -14% | -$212K | 0.25% | 138 |
|
|
2023
Q3 | $1.61M | Sell |
11,361
-1,580
| -12% | -$224K | 0.35% | 103 |
|
|
2023
Q2 | $1.52M | Sell |
12,941
-11,550
| -47% | -$1.35M | 0.32% | 127 |
|
|
2023
Q1 | $3.42M | Sell |
24,491
-1,318
| -5% | -$184K | 0.8% | 26 |
|
|
2022
Q4 | $3.27M | Buy |
+25,809
| New | +$3.27M | 0.84% | 22 |
|