Bingham Osborn & Scarborough’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,418
Closed -$260K 167
2020
Q2
$260K Sell
4,418
-78
-2% -$4.59K 0.02% 134
2020
Q1
$204K Sell
4,496
-123
-3% -$5.58K 0.02% 142
2019
Q4
$433K Buy
4,619
+283
+7% +$26.5K 0.04% 103
2019
Q3
$370K Sell
4,336
-135
-3% -$11.5K 0.03% 104
2019
Q2
$383K Buy
+4,471
New +$383K 0.03% 103
2014
Q2
Sell
-4,000
Closed -$212K 125
2014
Q1
$212K Hold
4,000
0.03% 99
2013
Q4
$202K Buy
+4,000
New +$202K 0.03% 100