Genovese Burford & Brothers Wealth & Retirement Plan Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-696
| Closed | -$77K | – | 361 |
|
|
2018
Q2 | $77K | Buy |
696
+4
| +0.6% | +$443 | 0.03% | 134 |
|
|
2018
Q1 | $64K | Buy |
692
+5
| +0.7% | +$462 | 0.02% | 153 |
|
|
2017
Q4 | $66K | Buy |
687
+587
| +587% | +$56.4K | 0.17% | 85 |
|
|
2017
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 313 |
|
|
2017
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 307 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 332 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 361 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 347 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 325 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 306 |
|
|
2015
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 281 |
|