Confluence Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $416K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.16M | Hold |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $870K | Sell |
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|
2018
Q3 | $1.34M | Sell |
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|
2018
Q2 | $1.32M | Sell |
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|
2018
Q1 | $1.11M | Hold |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $950K | Buy |
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|
2017
Q2 | $826K | Buy |
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|
2017
Q1 | $793K | Sell |
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|
2016
Q4 | $934K | Buy |
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|
2016
Q3 | $665K | Buy |
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|
2016
Q2 | $616K | Sell |
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|
2016
Q1 | $971K | Buy |
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|
2015
Q4 | $724K | Buy |
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