BBA
Braun-Bostich & Associates’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-764
| Closed | -$33K | – | 218 |
|
|
2020
Q3 | $33K | Sell |
764
-995
| -57% | -$43K | 0.03% | 177 |
|
|
2020
Q2 | $103K | Hold |
1,759
| – | – | 0.1% | 101 |
|
|
2020
Q1 | $72K | Hold |
1,759
| – | – | 0.09% | 114 |
|
|
2019
Q4 | $167K | Buy |
+1,759
| New | +$167K | 0.16% | 93 |
|
|
2019
Q3 | – | Sell |
-2,780
| Closed | -$238K | – | 293 |
|
|
2019
Q2 | $238K | Sell |
2,780
-2,596
| -48% | -$222K | 0.25% | 88 |
|
|
2019
Q1 | $456K | Sell |
5,376
-1,235
| -19% | -$105K | 0.47% | 56 |
|
|
2018
Q4 | $496K | Buy |
6,611
+1,816
| +38% | +$136K | 0.53% | 66 |
|
|
2018
Q3 | $545K | Buy |
4,795
+179
| +4% | +$20.3K | 0.53% | 67 |
|
|
2018
Q2 | $512K | Buy |
+4,616
| New | +$512K | 0.51% | 72 |
|