CA
CapWealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-400
| Closed | -$21K | – | 391 |
|
|
2014
Q1 | $21K | Sell |
400
-300
| -43% | -$15.8K | 0.01% | 193 |
|
|
2013
Q4 | $35K | Hold |
700
| – | – | 0.01% | 164 |
|
|
2013
Q3 | $24K | Sell |
700
-1,000
| -59% | -$34.3K | 0.01% | 222 |
|
|
2013
Q2 | $59K | Buy |
+1,700
| New | +$59K | 0.02% | 137 |
|