Bernardo Wealth Planning’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,467
| Closed | -$324K | – | 165 |
|
|
2019
Q4 | $324K | Sell |
3,467
-6,349
| -65% | -$593K | 0.2% | 118 |
|
|
2019
Q3 | $836K | Sell |
9,816
-182
| -2% | -$15.5K | 0.61% | 40 |
|
|
2019
Q2 | $856K | Sell |
9,998
-537
| -5% | -$46K | 0.67% | 37 |
|
|
2019
Q1 | $894K | Sell |
10,535
-277
| -3% | -$23.5K | 0.71% | 35 |
|
|
2018
Q4 | $811K | Buy |
+10,812
| New | +$811K | 0.72% | 34 |
|