Fortitude Advisory Group’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 | – | Sell |
-1,377
| Closed | -$216K | – | 216 |
|
|
2024
Q2 | $216K | Sell |
1,377
-1
| -0.1% | -$157 | 0.13% | 165 |
|
|
2024
Q1 | $235K | Sell |
1,378
-868
| -39% | -$148K | 0.13% | 166 |
|
|
2023
Q4 | $292K | Sell |
2,246
-158
| -7% | -$20.5K | 0.18% | 137 |
|
|
2023
Q3 | $341K | Sell |
2,404
-491
| -17% | -$69.6K | 0.23% | 98 |
|
|
2023
Q2 | $340K | Buy |
2,895
+67
| +2% | +$7.86K | 0.25% | 103 |
|
|
2023
Q1 | $395K | Hold |
2,828
| – | – | 0.31% | 83 |
|
|
2022
Q4 | $359K | Buy |
2,828
+100
| +4% | +$12.7K | 0.31% | 88 |
|
|
2022
Q3 | $291K | Buy |
2,728
+470
| +21% | +$50.1K | 0.28% | 95 |
|
|
2022
Q2 | $240K | Buy |
2,258
+8
| +0.4% | +$850 | 0.22% | 137 |
|
|
2022
Q1 | $228K | Sell |
2,250
-100
| -4% | -$10.1K | 0.12% | 174 |
|
|
2021
Q4 | $177K | Buy |
+2,350
| New | +$177K | 0.09% | 216 |
|