Berman Capital Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $116K | Buy |
1,665
+443
| +36% | +$30.9K | 0.02% | 398 |
|
|
2021
Q2 | $95K | Buy |
1,222
+371
| +44% | +$28.8K | 0.02% | 398 |
|
|
2021
Q1 | $60K | Buy |
851
+368
| +76% | +$25.9K | 0.01% | 420 |
|
|
2020
Q4 | $27K | Sell |
483
-19
| -4% | -$1.06K | 0.01% | 596 |
|
|
2020
Q3 | $21K | Buy |
502
+51
| +11% | +$2.13K | 0.01% | 575 |
|
|
2020
Q2 | $25K | Buy |
451
+34
| +8% | +$1.89K | 0.01% | 483 |
|
|
2020
Q1 | $18K | Sell |
417
-539
| -56% | -$23.3K | 0.01% | 527 |
|
|
2019
Q4 | $89K | Buy |
956
+2
| +0.2% | +$186 | 0.03% | 239 |
|
|
2019
Q3 | $81K | Buy |
954
+104
| +12% | +$8.83K | 0.03% | 240 |
|
|
2019
Q2 | $72K | Buy |
850
+49
| +6% | +$4.15K | 0.02% | 251 |
|
|
2019
Q1 | $68K | Buy |
801
+146
| +22% | +$12.4K | 0.02% | 240 |
|
|
2018
Q4 | $48K | Buy |
+655
| New | +$48K | 0.02% | 257 |
|