Boston Private Bank & Trust’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $20.8M | Buy |
326,619
+9,668
| +3% | +$615K | 0.96% | 27 |
|
|
2014
Q4 | $15.7M | Buy |
316,951
+3,429
| +1% | +$170K | 0.73% | 42 |
|
|
2014
Q3 | $14.5M | Sell |
313,522
-25,760
| -8% | -$1.19M | 0.71% | 44 |
|
|
2014
Q2 | $17M | Sell |
339,282
-4,995
| -1% | -$250K | 0.82% | 34 |
|
|
2014
Q1 | $18.3M | Sell |
344,277
-17,887
| -5% | -$950K | 0.93% | 28 |
|
|
2013
Q4 | $18.3M | Buy |
362,164
+8,919
| +3% | +$450K | 0.91% | 31 |
|
|
2013
Q3 | $12.1M | Buy |
353,245
+44,740
| +15% | +$1.53M | 0.67% | 52 |
|
|
2013
Q2 | $10.7M | Buy |
+308,505
| New | +$10.7M | 0.62% | 52 |
|