Cedar Brook Financial Partners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,722
| Closed | -$465K | – | 398 |
|
|
2024
Q1 | $465K | Buy |
2,722
+20
| +0.7% | +$3.41K | 0.09% | 216 |
|
|
2023
Q4 | $346K | Buy |
2,702
+105
| +4% | +$13.4K | 0.08% | 262 |
|
|
2023
Q3 | $368K | Sell |
2,597
-697
| -21% | -$98.8K | 0.1% | 214 |
|
|
2023
Q2 | $386K | Buy |
3,294
+118
| +4% | +$13.8K | 0.09% | 224 |
|
|
2023
Q1 | $443K | Sell |
3,176
-25
| -0.8% | -$3.49K | 0.11% | 197 |
|
|
2022
Q4 | $406K | Buy |
3,201
+4
| +0.1% | +$507 | 0.11% | 201 |
|
|
2022
Q3 | $342K | Buy |
3,197
+848
| +36% | +$90.6K | 0.11% | 218 |
|
|
2022
Q2 | $250K | Sell |
2,349
-228
| -9% | -$24.3K | 0.08% | 278 |
|
|
2022
Q1 | $262K | Sell |
2,577
-92
| -3% | -$9.35K | 0.07% | 309 |
|
|
2021
Q4 | $200K | Buy |
+2,669
| New | +$200K | 0.05% | 364 |
|
|
2021
Q3 | – | Sell |
-2,817
| Closed | -$220K | – | 380 |
|
|
2021
Q2 | $220K | Buy |
+2,817
| New | +$220K | 0.06% | 338 |
|