Constellation 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
2014
Q3
Sell
-17,725
Closed -$888K 211
2014
Q2
$888K Buy
17,725
+2,375
+15% +$119K 0.1% 104
2014
Q1
$815K Buy
+15,350
New +$815K 0.08% 130