Groesbeck Investment 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
Q4 | – | Sell |
-1,963
| Closed | -$223K | – | 100 |
|
|
2018
Q3 | $223K | Hold |
1,963
| – | – | 0.15% | 99 |
|
|
2018
Q2 | $218K | Sell |
1,963
-1,250
| -39% | -$139K | 0.15% | 89 |
|
|
2018
Q1 | $298K | Buy |
3,213
+113
| +4% | +$10.5K | 0.22% | 74 |
|
|
2017
Q4 | $285K | Hold |
3,100
| – | – | 0.2% | 82 |
|
|
2017
Q3 | $238K | Hold |
3,100
| – | – | 0.17% | 86 |
|
|
2017
Q2 | $209K | Hold |
3,100
| – | – | 0.15% | 89 |
|
|
2017
Q1 | $205K | Buy |
+3,100
| New | +$205K | 0.15% | 86 |
|