EWS
Evergreen Wealth Solutions’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,726
| Closed | -$233K | – | 117 |
|
|
2024
Q3 | $233K | Sell |
1,726
-220
| -11% | -$29.7K | 0.16% | 99 |
|
|
2024
Q2 | $305K | Sell |
1,946
-213
| -10% | -$33.4K | 0.22% | 86 |
|
|
2024
Q1 | $368K | Sell |
2,159
-40
| -2% | -$6.83K | 0.27% | 76 |
|
|
2023
Q4 | $286K | Buy |
2,199
+120
| +6% | +$15.6K | 0.24% | 89 |
|
|
2023
Q3 | $295K | Buy |
2,079
+42
| +2% | +$5.95K | 0.3% | 80 |
|
|
2023
Q2 | $239K | Buy |
2,037
+215
| +12% | +$25.2K | 0.24% | 90 |
|
|
2023
Q1 | $254K | Sell |
1,822
-249
| -12% | -$34.7K | 0.29% | 86 |
|
|
2022
Q4 | $263K | Sell |
2,071
-49
| -2% | -$6.22K | 0.35% | 76 |
|
|
2022
Q3 | $227K | Sell |
2,120
-54
| -2% | -$5.78K | 0.32% | 87 |
|
|
2022
Q2 | $231K | Sell |
2,174
-330
| -13% | -$35.1K | 0.28% | 93 |
|
|
2022
Q1 | $254K | Sell |
2,504
-173
| -6% | -$17.5K | 0.25% | 86 |
|
|
2021
Q4 | $201K | Buy |
+2,677
| New | +$201K | 0.18% | 92 |
|