DWMG
DB Wealth Management Group’s Valero Energy VLO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $34.8K | Hold |
268
| – | – | 0.02% | 189 |
|
2023
Q3 | $38K | Hold |
268
| – | – | 0.02% | 179 |
|
2023
Q2 | $31.4K | Hold |
268
| – | – | 0.02% | 184 |
|
2023
Q1 | $37.4K | Hold |
268
| – | – | 0.02% | 169 |
|
2022
Q4 | $34K | Hold |
268
| – | – | 0.02% | 173 |
|
2022
Q3 | $29K | Hold |
268
| – | – | 0.02% | 195 |
|
2022
Q2 | $28K | Hold |
268
| – | – | 0.02% | 200 |
|
2022
Q1 | $27K | Buy |
+268
| New | +$27K | 0.02% | 224 |
|
2021
Q1 | – | Sell |
-302
| Closed | -$17K | – | 392 |
|
2020
Q4 | $17K | Buy |
+302
| New | +$17K | 0.01% | 239 |
|