Great Diamond Partners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,245
| Closed | -$213K | – | 226 |
|
|
2024
Q1 | $213K | Buy |
+1,245
| New | +$213K | 0.05% | 214 |
|
|
2020
Q3 | – | Sell |
-18,238
| Closed | -$1.07M | – | 165 |
|
|
2020
Q2 | $1.07M | Buy |
+18,238
| New | +$1.07M | 0.44% | 53 |
|
|
2020
Q1 | – | Sell |
-13,087
| Closed | -$1.23M | – | 590 |
|
|
2019
Q4 | $1.23M | Buy |
+13,087
| New | +$1.23M | 0.47% | 49 |
|