EP Wealth Advisors’s Valero Energy Partners LP VLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,260
| Closed | -$230K | – | 207 |
|
|
2017
Q3 | $230K | Hold |
5,260
| – | – | 0.03% | 158 |
|
|
2017
Q2 | $240K | Hold |
5,260
| – | – | 0.03% | 159 |
|
|
2017
Q1 | $252K | Hold |
5,260
| – | – | 0.03% | 135 |
|
|
2016
Q4 | $233K | Hold |
5,260
| – | – | 0.03% | 126 |
|
|
2016
Q3 | $230K | Buy |
+5,260
| New | +$230K | 0.04% | 122 |
|