Financial Gravity Asset Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27
| Closed | -$4.54K | – | 2503 |
|
|
2024
Q1 | $4.54K | Buy |
27
+24
| +800% | +$4.03K | ﹤0.01% | 879 |
|
|
2023
Q4 | $546 | Buy |
3
+1
| +50% | +$182 | ﹤0.01% | 1147 |
|
|
2023
Q3 | $305 | Sell |
2
-115
| -98% | -$17.5K | ﹤0.01% | 881 |
|
|
2023
Q2 | $12.1K | Sell |
117
-23
| -16% | -$2.37K | 0.03% | 264 |
|
|
2023
Q1 | $4.62K | Buy |
140
+13
| +10% | +$429 | 0.14% | 162 |
|
|
2022
Q4 | $13.4K | Sell |
127
-2,334
| -95% | -$246K | 0.07% | 180 |
|
|
2022
Q3 | $3.86K | Sell |
2,461
-189
| -7% | -$296 | 0.13% | 159 |
|
|
2022
Q2 | $4.1K | Buy |
2,650
+202
| +8% | +$312 | 0.13% | 176 |
|
|
2022
Q1 | $5.43K | Buy |
+2,448
| New | +$5.43K | 0.15% | 138 |
|
|
2020
Q1 | – | Sell |
-31
| Closed | -$94K | – | 1384 |
|
|
2019
Q4 | $94K | Sell |
31
-25
| -45% | -$75.8K | 0.06% | 348 |
|
|
2019
Q3 | $5K | Sell |
56
-24
| -30% | -$2.14K | ﹤0.01% | 713 |
|
|
2019
Q2 | $7K | Sell |
80
-90
| -53% | -$7.88K | 0.01% | 648 |
|
|
2019
Q1 | $15K | Buy |
+170
| New | +$15K | 0.01% | 485 |
|
|
2018
Q3 | $486K | Buy |
5,566
+536
| +11% | +$46.8K | 0.51% | 33 |
|
|
2018
Q2 | $580K | Buy |
5,030
+1,403
| +39% | +$162K | 0.54% | 25 |
|
|
2018
Q1 | $408K | Buy |
+3,627
| New | +$408K | 0.42% | 39 |
|