Evolution Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-75
| Closed | -$5K | – | 616 |
|
|
2021
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 526 |
|
|
2021
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 487 |
|
|
2021
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 537 |
|
|
2020
Q4 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 492 |
|
|
2020
Q3 | – | Sell |
-26
| Closed | -$2K | – | 614 |
|
|
2020
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 513 |
|
|
2020
Q1 | – | Sell |
-89
| Closed | -$8K | – | 637 |
|
|
2019
Q4 | $8K | Buy |
+89
| New | +$8K | ﹤0.01% | 342 |
|
|
2019
Q3 | – | Sell |
-98
| Closed | -$8K | – | 589 |
|
|
2019
Q2 | $8K | Buy |
+98
| New | +$8K | ﹤0.01% | 201 |
|