BWA
BDO Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.46M | Buy |
12,463
+436
| +4% | +$51.1K | 0.17% | 109 |
|
|
2023
Q1 | $1.68M | Buy |
12,027
+472
| +4% | +$65.9K | 0.21% | 98 |
|
|
2022
Q4 | $1.47M | Buy |
11,555
+215
| +2% | +$27.3K | 0.18% | 107 |
|
|
2022
Q3 | $1.21M | Sell |
11,340
-232
| -2% | -$24.8K | 0.16% | 113 |
|
|
2022
Q2 | $1.23M | Sell |
11,572
-412
| -3% | -$43.8K | 0.15% | 115 |
|
|
2022
Q1 | $1.22M | Buy |
11,984
+256
| +2% | +$26K | 0.13% | 119 |
|
|
2021
Q4 | $881K | Buy |
11,728
+297
| +3% | +$22.3K | 0.09% | 145 |
|
|
2021
Q3 | $807K | Buy |
11,431
+213
| +2% | +$15K | 0.09% | 148 |
|
|
2021
Q2 | $876K | Sell |
11,218
-235
| -2% | -$18.4K | 0.1% | 142 |
|
|
2021
Q1 | $820K | Sell |
11,453
-1,490
| -12% | -$107K | 0.1% | 145 |
|
|
2020
Q4 | $732K | Sell |
12,943
-1,349
| -9% | -$76.3K | 0.1% | 126 |
|
|
2020
Q3 | $619K | Sell |
14,292
-1,836
| -11% | -$79.5K | 0.1% | 122 |
|
|
2020
Q2 | $949K | Buy |
16,128
+448
| +3% | +$26.4K | 0.17% | 93 |
|
|
2020
Q1 | $711K | Buy |
15,680
+2,145
| +16% | +$97.3K | 0.14% | 107 |
|
|
2019
Q4 | $1.27M | Sell |
13,535
-902
| -6% | -$84.5K | 0.33% | 63 |
|
|
2019
Q3 | $1.23M | Buy |
14,437
+609
| +4% | +$51.9K | 0.32% | 62 |
|
|
2019
Q2 | $1.18M | Sell |
13,828
-535
| -4% | -$45.8K | 0.32% | 64 |
|
|
2019
Q1 | $1.22M | Buy |
14,363
+1,053
| +8% | +$89.3K | 0.35% | 59 |
|
|
2018
Q4 | $998K | Sell |
13,310
-706
| -5% | -$52.9K | 0.34% | 64 |
|
|
2018
Q3 | $1.59M | Buy |
14,016
+126
| +0.9% | +$14.3K | 0.52% | 40 |
|
|
2018
Q2 | $1.54M | Buy |
13,890
+763
| +6% | +$84.5K | 0.52% | 36 |
|
|
2018
Q1 | $1.22M | Buy |
13,127
+220
| +2% | +$20.4K | 0.46% | 41 |
|
|
2017
Q4 | $1.19M | Sell |
12,907
-841
| -6% | -$77.3K | 0.53% | 33 |
|
|
2017
Q3 | $1.06M | Sell |
13,748
-375
| -3% | -$28.9K | 0.52% | 36 |
|
|
2017
Q2 | $953K | Buy |
+14,123
| New | +$953K | 0.42% | 45 |
|