Concert Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,705
| Closed | -$249K | – | 141 |
|
|
2017
Q2 | $249K | Sell |
3,705
-15,311
| -81% | -$1.03M | 0.24% | 120 |
|
|
2017
Q1 | $1.3M | Buy |
19,016
+1,777
| +10% | +$121K | 0.29% | 99 |
|
|
2016
Q4 | $1.17M | Buy |
17,239
+365
| +2% | +$24.9K | 0.26% | 110 |
|
|
2016
Q3 | $896K | Buy |
16,874
+932
| +6% | +$49.5K | 0.11% | 240 |
|
|
2016
Q2 | $816K | Buy |
15,942
+6,147
| +63% | +$315K | 0.11% | 240 |
|
|
2016
Q1 | $626K | Sell |
9,795
-409
| -4% | -$26.1K | 0.08% | 294 |
|
|
2015
Q4 | $723K | Sell |
10,204
-231
| -2% | -$16.4K | 0.1% | 265 |
|
|
2015
Q3 | $630K | Buy |
10,435
+1,759
| +20% | +$106K | 0.09% | 293 |
|
|
2015
Q2 | $548K | Sell |
8,676
-407
| -4% | -$25.7K | 0.07% | 342 |
|
|
2015
Q1 | $420K | Buy |
9,083
+783
| +9% | +$36.2K | 0.12% | 232 |
|
|
2014
Q4 | $414K | Buy |
8,300
+252
| +3% | +$12.6K | 0.06% | 367 |
|
|
2014
Q3 | $371K | Sell |
8,048
-3,566
| -31% | -$164K | 0.05% | 338 |
|
|
2014
Q2 | $562K | Sell |
11,614
-412
| -3% | -$19.9K | 0.07% | 251 |
|
|
2014
Q1 | $635K | Sell |
12,026
-246
| -2% | -$13K | 0.08% | 223 |
|
|
2013
Q4 | $619K | Sell |
12,272
-6,365
| -34% | -$321K | 0.08% | 215 |
|
|
2013
Q3 | $639K | Buy |
18,637
+3,073
| +20% | +$105K | 0.09% | 199 |
|
|
2013
Q2 | $535K | Buy |
+15,564
| New | +$535K | 0.08% | 215 |
|