Demars Financial Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,256
| Closed | -$214K | – | 72 |
|
|
2024
Q1 | $214K | Buy |
+1,256
| New | +$214K | 0.11% | 66 |
|
|
2023
Q4 | – | Sell |
-5,468
| Closed | -$775K | – | 79 |
|
|
2023
Q3 | $775K | Buy |
5,468
+489
| +10% | +$69.3K | 0.44% | 36 |
|
|
2023
Q2 | $584K | Sell |
4,979
-95
| -2% | -$11.1K | 0.32% | 44 |
|
|
2023
Q1 | $708K | Sell |
5,074
-658
| -11% | -$91.9K | 0.39% | 41 |
|
|
2022
Q4 | $727K | Buy |
+5,732
| New | +$727K | 0.4% | 41 |
|
|
2022
Q2 | – | Sell |
-2,212
| Closed | -$225K | – | 93 |
|
|
2022
Q1 | $225K | Sell |
2,212
-641
| -22% | -$65.2K | 0.11% | 82 |
|
|
2021
Q4 | $214K | Sell |
2,853
-1
| -0% | -$75 | 0.11% | 87 |
|
|
2021
Q3 | $201K | Buy |
+2,854
| New | +$201K | 0.12% | 84 |
|