Dumont & Blake Investment Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,732
| Closed | -$225K | – | 206 |
|
|
2023
Q4 | $225K | Buy |
1,732
+5
| +0.3% | +$650 | 0.07% | 178 |
|
|
2023
Q3 | $245K | Buy |
1,727
+15
| +0.9% | +$2.13K | 0.08% | 163 |
|
|
2023
Q2 | $201K | Buy |
1,712
+9
| +0.5% | +$1.06K | 0.07% | 178 |
|
|
2023
Q1 | $238K | Buy |
1,703
+4
| +0.2% | +$559 | 0.08% | 173 |
|
|
2022
Q4 | $216K | Buy |
+1,699
| New | +$216K | 0.08% | 177 |
|