Gideon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,790
| Closed | -$1.95M | – | 208 |
|
|
2019
Q4 | $1.95M | Buy |
+20,790
| New | +$1.95M | 0.67% | 46 |
|
|
2019
Q3 | – | Sell |
-5,952
| Closed | -$510K | – | 409 |
|
|
2019
Q2 | $510K | Buy |
+5,952
| New | +$510K | 0.18% | 177 |
|
|
2018
Q2 | – | Sell |
-3,118
| Closed | -$289K | – | 503 |
|
|
2018
Q1 | $289K | Buy |
+3,118
| New | +$289K | 0.18% | 253 |
|
|
2017
Q1 | – | Sell |
-6,693
| Closed | -$458K | – | 521 |
|
|
2016
Q4 | $458K | Buy |
+6,693
| New | +$458K | 0.29% | 106 |
|