DWA
Dougherty Wealth Advisers’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-362
| Closed | -$21K | – | 159 |
|
|
2020
Q2 | $21K | Hold |
362
| – | – | 0.08% | 136 |
|
|
2020
Q1 | $16K | Hold |
362
| – | – | 0.06% | 143 |
|
|
2019
Q4 | $34K | Hold |
362
| – | – | 0.1% | 133 |
|
|
2019
Q3 | $31K | Sell |
362
-44
| -11% | -$3.77K | 0.1% | 136 |
|
|
2019
Q2 | $35K | Hold |
406
| – | – | 0.1% | 151 |
|
|
2019
Q1 | $34K | Hold |
406
| – | – | 0.12% | 133 |
|
|
2018
Q4 | $34K | Buy |
+406
| New | +$34K | 0.11% | 132 |
|