B. Riley Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,679
| Closed | -$227K | – | 437 |
|
|
2019
Q1 | $227K | Buy |
+2,679
| New | +$227K | 0.04% | 326 |
|
|
2018
Q4 | – | Sell |
-2,615
| Closed | -$297K | – | 406 |
|
|
2018
Q3 | $297K | Buy |
+2,615
| New | +$297K | 0.07% | 221 |
|
|
2015
Q3 | – | Sell |
-467
| Closed | -$29K | – | 733 |
|
|
2015
Q2 | $29K | Sell |
467
-670
| -59% | -$41.6K | 0.02% | 536 |
|
|
2015
Q1 | $72K | Hold |
1,137
| – | – | 0.05% | 351 |
|
|
2014
Q4 | $56K | Sell |
1,137
-101
| -8% | -$4.97K | 0.05% | 377 |
|
|
2014
Q3 | $57K | Sell |
1,238
-6,000
| -83% | -$276K | 0.04% | 385 |
|
|
2014
Q2 | $362K | Buy |
7,238
+6,501
| +882% | +$325K | 0.23% | 115 |
|
|
2014
Q1 | $39K | Buy |
+737
| New | +$39K | 0.03% | 495 |
|