Fortis Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,488
| Closed | -$233K | – | 389 |
|
|
2019
Q4 | $233K | Hold |
2,488
| – | – | 0.14% | 102 |
|
|
2019
Q3 | $212K | Sell |
2,488
-39
| -2% | -$3.32K | 0.1% | 122 |
|
|
2019
Q2 | $216K | Buy |
+2,527
| New | +$216K | 0.1% | 105 |
|
|
2018
Q4 | – | Sell |
-236
| Closed | -$27K | – | 335 |
|
|
2018
Q3 | $27K | Hold |
236
| – | – | 0.02% | 235 |
|
|
2018
Q2 | $26K | Hold |
236
| – | – | 0.01% | 235 |
|
|
2018
Q1 | $22K | Buy |
+236
| New | +$22K | 0.01% | 208 |
|