Cahill Financial Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-45
| Closed | -$3K | – | 770 |
|
|
2021
Q3 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 761 |
|
|
2016
Q2 | – | Sell |
-4,723
| Closed | -$303K | – | 123 |
|
|
2016
Q1 | $303K | Buy |
4,723
+23
| +0.5% | +$1.48K | 0.23% | 88 |
|
|
2015
Q4 | $333K | Hold |
4,700
| – | – | 0.27% | 78 |
|
|
2015
Q3 | $283K | Buy |
+4,700
| New | +$283K | 0.23% | 85 |
|