Harvest Investment Services’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-7,324
| Closed | -$859K | – | 200 |
|
2023
Q2 | $859K | Buy |
+7,324
| New | +$859K | 0.49% | 65 |
|
2020
Q3 | – | Sell |
-6,219
| Closed | -$365K | – | 245 |
|
2020
Q2 | $365K | Buy |
+6,219
| New | +$365K | 0.22% | 118 |
|
2020
Q1 | – | Sell |
-2,940
| Closed | -$275K | – | 166 |
|
2019
Q4 | $275K | Buy |
+2,940
| New | +$275K | 0.15% | 124 |
|