First Personal Financial Services’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $136 | Buy |
+1
| New | +$136 | ﹤0.01% | 514 |
|
|
2021
Q3 | – | Sell |
-350
| Closed | -$27K | – | 326 |
|
|
2021
Q2 | $27K | Hold |
350
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $25K | Sell |
350
-1,050
| -75% | -$75K | 0.01% | 224 |
|
|
2020
Q4 | $79K | Hold |
1,400
| – | – | 0.02% | 155 |
|
|
2020
Q3 | $61K | Hold |
1,400
| – | – | 0.02% | 170 |
|
|
2020
Q2 | $82K | Hold |
1,400
| – | – | 0.03% | 155 |
|
|
2020
Q1 | $64K | Sell |
1,400
-124
| -8% | -$5.67K | 0.02% | 165 |
|
|
2019
Q4 | $143K | Hold |
1,524
| – | – | 0.05% | 136 |
|
|
2019
Q3 | $130K | Sell |
1,524
-291
| -16% | -$24.8K | 0.04% | 157 |
|
|
2019
Q2 | $155K | Buy |
1,815
+87
| +5% | +$7.43K | 0.04% | 177 |
|
|
2019
Q1 | $147K | Buy |
1,728
+37
| +2% | +$3.15K | 0.04% | 175 |
|
|
2018
Q4 | $127K | Hold |
1,691
| – | – | 0.04% | 183 |
|
|
2018
Q3 | $192K | Hold |
1,691
| – | – | 0.06% | 167 |
|
|
2018
Q2 | $187K | Buy |
1,691
+23
| +1% | +$2.54K | 0.06% | 164 |
|
|
2018
Q1 | $155K | Hold |
1,668
| – | – | 0.03% | 240 |
|
|
2017
Q4 | $153K | Hold |
1,668
| – | – | 0.03% | 276 |
|
|
2017
Q3 | $128K | Buy |
1,668
+32
| +2% | +$2.46K | 0.03% | 272 |
|
|
2017
Q2 | $110K | Buy |
1,636
+196
| +14% | +$13.2K | 0.02% | 299 |
|
|
2017
Q1 | $95K | Buy |
1,440
+40
| +3% | +$2.64K | 0.02% | 299 |
|
|
2016
Q4 | $96K | Hold |
1,400
| – | – | 0.03% | 286 |
|
|
2016
Q3 | $74K | Hold |
1,400
| – | – | 0.02% | 232 |
|
|
2016
Q2 | $71K | Hold |
1,400
| – | – | 0.02% | 227 |
|
|
2016
Q1 | $90K | Hold |
1,400
| – | – | 0.04% | 148 |
|
|
2015
Q4 | $99K | Buy |
+1,400
| New | +$99K | 0.06% | 143 |
|