Destination Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,270
| Closed | -$109K | – | 494 |
|
2019
Q2 | $109K | Buy |
1,270
+417
| +49% | +$35.8K | 0.01% | 176 |
|
2019
Q1 | $72K | Buy |
853
+13
| +2% | +$1.1K | ﹤0.01% | 223 |
|
2018
Q4 | $63K | Hold |
840
| – | – | ﹤0.01% | 236 |
|
2018
Q3 | $96K | Sell |
840
-230
| -21% | -$26.3K | 0.01% | 207 |
|
2018
Q2 | $119K | Buy |
1,070
+120
| +13% | +$13.3K | 0.01% | 171 |
|
2018
Q1 | $88K | Buy |
+950
| New | +$88K | 0.01% | 195 |
|