Fortis Capital Advisors’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-791
Closed -$110K 605
2023
Q1
$110K Sell
791
-1,322
-63% -$185K 0.06% 163
2022
Q4
$268K Buy
+2,113
New +$268K 0.16% 90