Cerro Pacific Wealth 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
-7,618
Closed -$538K 128
2021
Q3
$538K Buy
7,618
+2,369
+45% +$167K 0.39% 85
2021
Q2
$410K Buy
+5,249
New +$410K 0.3% 95