CWA
VLP
Cypress Wealth Advisors’s Valero Energy Partners LP VLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-16,350
| Closed | -$619K | – | 91 |
|
|
2018
Q3 | $619K | Buy |
16,350
+300
| +2% | +$11.4K | 0.65% | 47 |
|
|
2018
Q2 | $611K | Sell |
16,050
-500
| -3% | -$19K | 0.66% | 48 |
|
|
2018
Q1 | $586K | Buy |
16,550
+550
| +3% | +$19.5K | 0.64% | 52 |
|
|
2017
Q4 | $712K | Buy |
+16,000
| New | +$712K | 0.68% | 46 |
|
|
2017
Q2 | – | Sell |
-7,275
| Closed | -$349K | – | 212 |
|
|
2017
Q1 | $349K | Sell |
7,275
-300
| -4% | -$14.4K | 0.16% | 119 |
|
|
2016
Q4 | $335K | Buy |
7,575
+50
| +0.7% | +$2.21K | 0.15% | 122 |
|
|
2016
Q3 | $329K | Sell |
7,525
-5,125
| -41% | -$224K | 0.15% | 130 |
|
|
2016
Q2 | $595K | Buy |
12,650
+700
| +6% | +$32.9K | 0.29% | 78 |
|
|
2016
Q1 | $566K | Sell |
11,950
-650
| -5% | -$30.8K | 0.26% | 82 |
|
|
2015
Q4 | $650K | Sell |
12,600
-300
| -2% | -$15.5K | 0.33% | 67 |
|
|
2015
Q3 | $570K | Hold |
12,900
| – | – | 0.31% | 70 |
|
|
2015
Q2 | $659K | Buy |
+12,900
| New | +$659K | 0.39% | 65 |
|