Clear Perspective Advisors’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-5,500
Closed -$423K 494
2017
Q3
$423K Hold
5,500
0.35% 79
2017
Q2
$371K Buy
5,500
+4,000
+267% +$270K 0.31% 82
2017
Q1
$99K Buy
+1,500
New +$99K 0.07% 163