BWM
BNC Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,433
| Closed | -$2.14M | – | 106 |
|
|
2023
Q4 | $2.14M | Sell |
16,433
-65
| -0.4% | -$8.45K | 1.01% | 33 |
|
|
2023
Q3 | $2.34M | Buy |
16,498
+315
| +2% | +$44.6K | 1.25% | 32 |
|
|
2023
Q2 | $1.9M | Buy |
16,183
+5,874
| +57% | +$689K | 1.01% | 35 |
|
|
2023
Q1 | $1.44M | Buy |
+10,309
| New | +$1.44M | 0.8% | 41 |
|