Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-665
| Closed | -$78K | – | 628 |
|
|
2023
Q2 | $78K | Buy |
665
+6
| +0.9% | +$704 | 0.08% | 163 |
|
|
2023
Q1 | $92K | Buy |
659
+6
| +0.9% | +$838 | 0.09% | 153 |
|
|
2022
Q4 | $82.9K | Buy |
653
+5
| +0.8% | +$635 | 0.06% | 132 |
|
|
2022
Q3 | $69K | Buy |
648
+6
| +0.9% | +$639 | 0.05% | 143 |
|
|
2022
Q2 | $68K | Sell |
642
-469
| -42% | -$49.7K | 0.05% | 156 |
|
|
2022
Q1 | $113K | Buy |
1,111
+7
| +0.6% | +$712 | 0.07% | 130 |
|
|
2021
Q4 | $83K | Buy |
1,104
+9
| +0.8% | +$677 | 0.05% | 176 |
|
|
2021
Q3 | $77K | Buy |
1,095
+9
| +0.8% | +$633 | 0.05% | 190 |
|
|
2021
Q2 | $85K | Buy |
1,086
+7
| +0.6% | +$548 | 0.05% | 182 |
|
|
2021
Q1 | $77K | Buy |
1,079
+481
| +80% | +$34.3K | 0.05% | 189 |
|
|
2020
Q4 | $34K | Buy |
+598
| New | +$34K | 0.02% | 238 |
|