Hefty Wealth Partners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,195
| Closed | -$822K | – | 266 |
|
|
2017
Q2 | $822K | Buy |
12,195
+12,139
| +21,677% | +$818K | 0.56% | 54 |
|
|
2017
Q1 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 221 |
|
|
2016
Q4 | – | Sell |
-20,887
| Closed | -$1.11M | – | 259 |
|
|
2016
Q3 | $1.11M | Buy |
+20,887
| New | +$1.11M | 0.84% | 39 |
|