Beacon Financial Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,590
| Closed | -$287K | – | 192 |
|
|
2018
Q2 | $287K | Sell |
2,590
-1,451
| -36% | -$161K | 0.05% | 173 |
|
|
2018
Q1 | $375K | Sell |
4,041
-413
| -9% | -$38.3K | 0.06% | 153 |
|
|
2017
Q4 | $409K | Sell |
4,454
-38
| -0.8% | -$3.49K | 0.07% | 144 |
|
|
2017
Q3 | $346K | Sell |
4,492
-626
| -12% | -$48.2K | 0.06% | 150 |
|
|
2017
Q2 | $343K | Sell |
5,118
-315
| -6% | -$21.1K | 0.07% | 153 |
|
|
2017
Q1 | $359K | Sell |
5,433
-516
| -9% | -$34.1K | 0.07% | 148 |
|
|
2016
Q4 | $406K | Buy |
+5,949
| New | +$406K | 0.08% | 137 |
|